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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

EMR holding history

Emerson Electric Co in every 13F filed by Simplicity Wealth,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)
7,573
Value
$1.08M
% of portfolio
<0.1%
Quarters held
10
Since Q4 2023
Holdings of EMR by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,573$1.08M<0.1%+2,520+49.9%AddedHolders
Q1 20265,053$662.1K<0.1%+439+9.5%AddedHolders
Q4 20254,614$612.3K<0.1%+17+0.4%AddedHolders
Q3 20254,597$603.1K<0.1%−16,575−78.3%ReducedHolders
Q2 202521,172$2.82M0.1%+8,141+62.5%AddedHolders
Q1 202513,031$1.43M0.1%+13,031NewHolders
Q4 20240$00.0%−10,725−100.0%Sold outHolders
Q3 202410,725$1.17M0.1%−22,892−68.1%ReducedHolders
Q2 202433,617$3.70M0.1%−59−0.2%ReducedHolders
Q1 202433,676$3.82M0.1%+27,807+473.8%AddedHolders
Q4 20235,869$571.2K0.2%+5,869NewHolders