Rooted Wealth Advisors, Inc.

SEC CIK: 0001963732
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

EMR holding history

Emerson Electric Co in every 13F filed by Rooted Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EMR overview All 13F holders of EMR Full Q2 2026 holdings

Shares (Q2 2026): 2,485
Value: $355.7K
% of portfolio: 0.1%
Quarters held: 5; Since Q2 2025

Holdings of EMR by Rooted Wealth Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,485	$355.7K	0.1%	+163+7.0%	Added	Holders
Q1 2026	2,322	$340.7K	0.1%	+127+5.8%	Added	Holders
Q4 2025	2,195	$345.4K	0.1%	+64+3.0%	Added	Holders
Q3 2025	2,131	$287.2K	0.1%	+423+24.8%	Added	Holders
Q2 2025	1,708	$239.3K	0.1%	+1,708	New	Holders