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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

EMR holding history

Emerson Electric Co in every 13F filed by Plan Group 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)
2,713
Value
$388.4K
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of EMR by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,713$388.4K0.1%−1,297−32.3%ReducedHolders
Q1 20264,010$525.4K0.1%−608−13.2%ReducedHolders
Q4 20254,618$613.0K0.2%−1,537−25.0%ReducedHolders
Q3 20256,155$807.4K0.2%+205+3.4%AddedHolders
Q2 20255,950$793.4K0.3%+1,251+26.6%AddedHolders
Q1 20254,699$515.2K0.2%+1,651+54.2%AddedHolders
Q4 20243,048$377.8K0.2%+145+5.0%AddedHolders
Q3 20242,903$317.5K0.2%+2,903NewHolders