Position in ITW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$206,670
-$14,976 QoQ
Shares Held
794
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CM WEALTH ADVISORS LLC holds $5,417,977 across 4 Specialty Industrial Machinery names.
All Filings in ITW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,670 | 794 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $221,646 | 850 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $210,162 | 850 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $210,808 | 850 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $215,526 | 850 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $222,759 | 850 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $201,416 | 850 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $228,080 | 850 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $222,649 | 850 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $195,763 | 850 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $212,636 | 850 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||