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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

EMR holding history

Emerson Electric Co in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EMR overviewAll 13F holders of EMRFull Q2 2026 holdings

Shares (Q2 2026)
5,997
Value
$858.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EMR by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,997$858.5K<0.1%00.0%UnchangedHolders
Q1 20265,997$785.7K<0.1%+40+0.7%AddedHolders
Q4 20255,957$790.6K<0.1%00.0%UnchangedHolders
Q3 20255,957$781.4K<0.1%00.0%UnchangedHolders
Q2 20255,957$794.2K<0.1%00.0%UnchangedHolders
Q1 20255,957$653.1K<0.1%00.0%UnchangedHolders
Q4 20245,957$738.3K<0.1%−20−0.3%ReducedHolders
Q3 20245,977$653.7K<0.1%+20+0.3%AddedHolders
Q2 20245,957$656.2K<0.1%−600−9.2%ReducedHolders
Q1 20246,557$743.7K<0.1%−300−4.4%ReducedHolders
Q4 20236,857$667.4K<0.1%00.0%UnchangedHolders
Q3 20236,857$662.2K<0.1%00.0%UnchangedHolders
Q2 20236,857$619.8K<0.1%−370−5.1%ReducedHolders
Q1 20237,227$629.8K<0.1%−1,000−12.2%ReducedHolders
Q4 20228,227$790.3K<0.1%00.0%UnchangedHolders
Q3 20228,227$602.4K<0.1%−116−1.4%ReducedHolders
Q2 20228,343$664.0K<0.1%+2,445+41.5%AddedHolders
Q1 20225,898$578.0K<0.1%−120−2.0%ReducedHolders
Q4 20216,018$559.0K<0.1%+30.0%AddedHolders
Q3 20216,015$566.6K<0.1%00.0%UnchangedHolders
Q2 20216,015$578.9K<0.1%−300−4.8%ReducedHolders
Q1 20216,315$569.8K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.