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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

EMR holding history

Emerson Electric Co in every 13F filed by WealthPLAN Partners, LLC, 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)
6,816
Value
$975.6K
% of portfolio
0.2%
Quarters held
18
Since Q1 2021
Holdings of EMR by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,816$975.6K0.2%−12,191−64.1%ReducedHolders
Q1 202619,007$2.49M0.5%−7,280−27.7%ReducedHolders
Q4 202526,287$3.49M0.5%−3,877−12.9%ReducedHolders
Q3 202530,164$3.96M0.6%−1,055−3.4%ReducedHolders
Q2 202531,219$4.16M0.7%−2,993−8.7%ReducedHolders
Q1 202534,212$3.75M0.5%+296+0.9%AddedHolders
Q4 202433,916$4.20M0.6%+824+2.5%AddedHolders
Q3 202433,092$3.62M0.5%+5,207+18.7%AddedHolders
Q2 202427,885$3.07M0.3%+27,885NewHolders
Q4 20230$00.0%−3,589−100.0%Sold outHolders
Q3 20233,589$346.6K<0.1%00.0%UnchangedHolders
Q2 20233,589$324.4K<0.1%+271+8.2%AddedHolders
Q1 20233,318$289.2K<0.1%+20+0.6%AddedHolders
Q4 20223,298$283.6K<0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 20223,396$306.0K<0.1%+19+0.6%AddedHolders
Q4 20213,377$311.0K<0.1%−697−17.1%ReducedHolders
Q3 20214,074$376.0K<0.1%−21−0.5%ReducedHolders
Q2 20214,095$427.0K<0.1%−135−3.2%ReducedHolders
Q1 20214,230$385.0K<0.1%––Holders

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