Position in ITW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$243,423
+$9,162 QoQ
Shares Held
900
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,514
of 1,957 holders
Holding Since
Mar 2026
2 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, 2026Summit Wealth Partners, LLC holds $243,423 across 1 Specialty Industrial Machinery name. ITW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
This page
|
900 | $243,423 |
All Filings in ITW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,423 | 900 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $234,261 | 900 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||