Position in TKR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$480,718
+$211,593 QoQ
Shares Held
3,308
+23.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#359
of 599 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TKR Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $480,718 across 1 Tools & Accessories name. TKR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TKR |
Timken Co
This page
|
3,308 | $480,718 |
All Filings in TKR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,718 | 3,308 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $269,125 | 2,676 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $220,336 | 2,619 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||