Position in ITW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$677,527
+$32,269 QoQ
Shares Held
2,505
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,014
of 1,957 holders
Holding Since
Dec 2021
19 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, 2026Performance Wealth Partners, LLC holds $153,444,636 across 6 Specialty Industrial Machinery names. ITW ranks #4 (0.4% of the industry book) .
All Filings in ITW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,527 | 2,505 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $645,258 | 2,479 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $647,522 | 2,629 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $685,538 | 2,629 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $650,020 | 2,629 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $701,620 | 2,829 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $720,363 | 2,841 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $684,526 | 2,612 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $331,033 | 1,397 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $5,108,734 | 19,039 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,786,953 | 18,275 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $3,931,852 | 17,072 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,533,009 | 14,123 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,386,296 | 9,802 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,498,260 | 6,801 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,057,163 | 5,852 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,078,191 | 5,916 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,234,622 | 5,896 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,462,290 | 5,925 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||