Skip to main content

ERTS Wealth Advisors, LLC

SEC CIK
0001767602
Latest filing
Aug 6, 2026

PNR holding history

PENTAIR plc in every 13F filed by ERTS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PNR overviewAll 13F holders of PNRFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q2 2021
Holdings of PNR by ERTS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−3,052−100.0%Sold outHolders
Q1 20253,052$267.0K0.1%−7−0.2%ReducedHolders
Q4 20243,059$307.9K0.1%+7+0.2%AddedHolders
Q3 20243,052$298.5K0.1%00.0%UnchangedHolders
Q2 20243,052$234.0K<0.1%00.0%UnchangedHolders
Q1 20243,052$260.8K0.1%00.0%UnchangedHolders
Q4 20233,052$221.9K<0.1%+3,052NewHolders
Q1 20220$00.0%−3,052−100.0%Sold outHolders
Q4 20213,052$223.0K0.1%00.0%UnchangedHolders
Q3 20213,052$222.0K0.1%00.0%UnchangedHolders
Q2 20213,052$206.0K0.1%+3,052NewHolders