Summit Financial, LLC
- SEC CIK
- 0001765536
- Latest filing
- Aug 12, 2026
EMR holding history
Emerson Electric Co in every 13F filed by Summit Financial, 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)
- 31,760
- Value
- $4.55M
- % of portfolio
- <0.1%
- Quarters held
- 14
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 31,760 | $4.55M | <0.1% | +2,644+9.1% | Added | Holders |
| Q1 2026 | 29,116 | $3.81M | <0.1% | +951+3.4% | Added | Holders |
| Q4 2025 | 28,165 | $3.74M | 0.1% | +533+1.9% | Added | Holders |
| Q3 2025 | 27,632 | $3.62M | 0.1% | +5,876+27.0% | Added | Holders |
| Q2 2025 | 21,756 | $2.90M | 0.1% | +1,237+6.0% | Added | Holders |
| Q1 2025 | 20,519 | $2.25M | 0.1% | +1,425+7.5% | Added | Holders |
| Q4 2024 | 19,094 | $2.37M | 0.1% | +11,007+136.1% | Added | Holders |
| Q3 2024 | 8,087 | $884.5K | <0.1% | +637+8.6% | Added | Holders |
| Q2 2024 | 7,450 | $820.7K | <0.1% | +3,430+85.3% | Added | Holders |
| Q1 2024 | 4,020 | $455.9K | <0.1% | −190−4.5% | Reduced | Holders |
| Q4 2023 | 4,210 | $409.8K | <0.1% | −1,941−31.6% | Reduced | Holders |
| Q3 2023 | 6,151 | $594.0K | <0.1% | −236−3.7% | Reduced | Holders |
| Q2 2023 | 6,387 | $577.3K | <0.1% | +4,083+177.2% | Added | Holders |
| Q1 2023 | 2,304 | $200.7K | <0.1% | +2,304 | New | Holders |