Position in ITW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$489,009
+$37,927 QoQ
Shares Held
1,808
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,136
of 1,957 holders
Holding Since
Jun 2020
25 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, 2026PLANNING ALTERNATIVES LTD /ADV holds $1,851,215 across 4 Specialty Industrial Machinery names. ITW ranks #3 (26.4% of the industry book) .
All Filings in ITW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,009 | 1,808 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $451,082 | 1,733 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $383,735 | 1,558 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $396,094 | 1,519 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $357,770 | 1,447 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $362,342 | 1,461 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $311,118 | 1,227 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $321,559 | 1,227 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $292,882 | 1,236 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $329,240 | 1,227 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $321,400 | 1,227 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $282,590 | 1,227 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $306,946 | 1,227 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $298,713 | 1,227 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $270,308 | 1,227 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $221,657 | 1,227 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $223,620 | 1,227 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $256,933 | 1,227 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $302,823 | 1,227 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $253,535 | 1,227 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $274,308 | 1,227 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $271,805 | 1,227 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $250,160 | 1,227 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $237,068 | 1,227 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $214,540 | 1,227 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||