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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

EMR holding history

Emerson Electric Co in every 13F filed by True Wealth Design, 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)
1,726
Value
$247.1K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of EMR by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,726$247.1K0.1%+87+5.3%AddedHolders
Q1 20261,639$214.7K0.1%−152−8.5%ReducedHolders
Q4 20251,791$237.7K0.1%−86−4.6%ReducedHolders
Q3 20251,877$246.2K0.1%−135−6.7%ReducedHolders
Q2 20252,012$268.2K0.1%−141−6.5%ReducedHolders
Q1 20252,153$236.0K0.1%+1,030+91.7%AddedHolders
Q4 20241,123$139.1K0.1%+12+1.1%AddedHolders
Q3 20241,111$121.5K<0.1%−76−6.4%ReducedHolders
Q2 20241,187$130.8K<0.1%+3+0.3%AddedHolders
Q1 20241,184$134.3K<0.1%+179+17.8%AddedHolders
Q4 20231,005$97.8K<0.1%+150+17.5%AddedHolders
Q3 2023855$82.6K<0.1%00.0%UnchangedHolders
Q2 2023855$77.3K<0.1%−473−35.6%ReducedHolders
Q1 20231,328$115.7K<0.1%+1,320+16,500.0%AddedHolders
Q4 20228$768<0.1%–No prior filingHolders