Position in ITW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$201,770
-$16,746 QoQ
Shares Held
746
-11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,619
of 1,957 holders
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, 2026KFG WEALTH MANAGEMENT, LLC holds $1,282,887 across 3 Specialty Industrial Machinery names. ITW ranks #3 (15.7% of the industry book) .
All Filings in ITW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,770 | 746 | Shares | Sole | 2026-07-22 | |
| 2025-09-30 | $218,516 | 838 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $210,162 | 850 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $204,856 | 826 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $241,389 | 952 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $240,580 | 918 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $250,940 | 1,059 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $286,576 | 1,068 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $283,942 | 1,084 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $261,401 | 1,135 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $262,668 | 1,050 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||