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TruWealth Advisors, LLC

SEC CIK
0001834985
Latest filing
Apr 9, 2026

EMR holding history

Emerson Electric Co in every 13F filed by TruWealth Advisors, 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 Q1 2026 holdings

Shares (Q1 2026)
3,124
Value
$409.3K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of EMR by TruWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20263,124$409.3K<0.1%+112+3.7%AddedHolders
Q4 20253,012$399.7K<0.1%00.0%UnchangedHolders
Q3 20253,012$395.1K<0.1%+64+2.2%AddedHolders
Q2 20252,948$393.0K<0.1%00.0%UnchangedHolders
Q1 20252,948$323.2K<0.1%00.0%UnchangedHolders
Q4 20242,948$365.3K<0.1%00.0%UnchangedHolders
Q3 20242,948$322.4K<0.1%00.0%UnchangedHolders
Q2 20242,948$324.7K<0.1%00.0%UnchangedHolders
Q1 20242,948$334.3K<0.1%−23−0.8%ReducedHolders
Q4 20232,971$289.1K<0.1%+145+5.1%AddedHolders
Q3 20232,826$272.9K<0.1%−13−0.5%ReducedHolders
Q2 20232,839$256.6K<0.1%−559−16.5%ReducedHolders
Q1 20233,398$296.1K<0.1%+1,079+46.5%AddedHolders
Q4 20222,319$222.8K<0.1%+2,319NewHolders
Q2 20220$00.0%−2,136−100.0%Sold outHolders
Q1 20222,136$209.0K<0.1%+2,136NewHolders
Q4 20210$00.0%−2,136−100.0%Sold outHolders
Q3 20212,136$201.0K<0.1%00.0%UnchangedHolders
Q2 20212,136$206.0K<0.1%−200−8.6%ReducedHolders
Q1 20212,336$211.0K<0.1%––Holders

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