Position in WTS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,263
+$1,619 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#525
of 574 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026IAG Wealth Partners, LLC holds $254,252 across 10 Specialty Industrial Machinery names. WTS ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYM |
Symbotic Inc.
|
1,752 | $78,752 | |
| 2 | PH |
Parker-Hannifin Corp
|
50 | $48,906 | |
| 3 | GNRC |
Generac Holdings Inc.
|
133 | $38,943 | |
| 4 | ROK |
Rockwell Automation, Inc
|
57 | $28,219 | |
| 5 | GEV |
GE Vernova Inc.
|
20 | $23,497 | |
| 6 | ITW |
Illinois Tool Works Inc
|
58 | $15,687 | |
| 7 | DOV |
DOVER Corp
|
30 | $6,728 | |
| 8 | WTS |
Watts Water Technologies Inc
This page
|
16 | $6,263 |
All Filings in WTS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,263 | 16 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,644 | 16 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,660 | 35 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,774 | 35 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,606 | 35 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,623 | 57 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $11,588 | 57 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,809 | 57 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $10,452 | 57 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $16,153 | 76 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $15,833 | 76 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $17,282 | 100 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $18,373 | 100 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $16,832 | 100 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $14,623 | 100 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $12,573 | 100 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $12,284 | 100 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $13,959 | 100 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $19,417 | 100 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,809 | 100 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $14,591 | 100 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,821 | 150 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $18,255 | 150 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $15,022 | 150 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $12,150 | 150 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $16,930 | 200 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||