Position in ITW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,161,325
+$321,596 QoQ
Shares Held
7,991
+13.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#641
of 1,957 holders
Holding Since
Mar 2024
10 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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $5,678,253 across 4 Specialty Industrial Machinery names. ITW ranks #1 (38.1% of the industry book) .
All Filings in ITW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,161,325 | 7,991 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,839,729 | 7,068 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,622,624 | 6,588 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,570,035 | 6,021 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,342,073 | 5,428 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,098,188 | 4,428 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $882,642 | 3,481 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $880,293 | 3,359 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $631,498 | 2,665 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $610,182 | 2,274 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||