Position in ITW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$365,945
+$13,513 QoQ
Shares Held
1,353
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,294
of 1,957 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Outlook Wealth Advisors, LLC holds $2,337,307 across 6 Specialty Industrial Machinery names. ITW ranks #3 (15.7% of the industry book) .
All Filings in ITW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,945 | 1,353 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $352,432 | 1,354 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $334,721 | 1,359 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $354,112 | 1,358 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $387,688 | 1,568 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $416,408 | 1,679 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $410,767 | 1,620 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $361,918 | 1,381 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $297,858 | 1,257 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||