Position in ITW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$444,652
+$8,146 QoQ
Shares Held
1,644
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,186
of 1,957 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Evernest Financial Advisors, LLC holds $1,723,962 across 4 Specialty Industrial Machinery names. ITW ranks #2 (25.8% of the industry book) .
All Filings in ITW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,652 | 1,644 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $436,506 | 1,677 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $413,784 | 1,680 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $472,236 | 1,811 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $452,714 | 1,831 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $488,083 | 1,968 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $529,433 | 2,088 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $650,981 | 2,484 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $596,428 | 2,517 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $676,996 | 2,523 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $754,649 | 2,881 | Shares | Sole | 2024-05-10 | |
| 2021-12-31 | $590,839 | 2,394 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||