Position in ITW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$392,181
+$190,129 QoQ
Shares Held
1,450
+92.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,256
of 1,957 holders
Holding Since
Dec 2022
6 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, 2026Forza Wealth Management, LLC holds $5,268,051 across 6 Specialty Industrial Machinery names. ITW ranks #5 (7.4% of the industry book) .
All Filings in ITW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,181 | 1,450 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $202,052 | 753 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $211,654 | 919 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $229,897 | 919 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $223,730 | 919 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $202,455 | 919 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||