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Wheelhouse Advisory Group LLC

SEC CIK
0001998946
Latest filing
Jul 23, 2026

EMR holding history

Emerson Electric Co in every 13F filed by Wheelhouse Advisory Group 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)
1,756
Value
$251.3K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of EMR by Wheelhouse Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,756$251.3K0.1%+7+0.4%AddedHolders
Q1 20261,749$229.2K0.1%+6+0.3%AddedHolders
Q4 20251,743$235.9K0.1%−2,856−62.1%ReducedHolders
Q3 20254,599$603.3K0.3%−5,136−52.8%ReducedHolders
Q2 20259,735$1.30M0.6%−87−0.9%ReducedHolders
Q1 20259,822$1.08M0.6%+7+0.1%AddedHolders
Q4 20249,815$1.22M0.7%+5+0.1%AddedHolders
Q3 20249,810$1.07M0.7%−145−1.5%ReducedHolders
Q2 20249,955$1.09M0.8%+159+1.6%AddedHolders
Q1 20249,796$1.11M0.9%−4,493−31.4%ReducedHolders
Q4 202314,289$1.39M1.2%–No prior filingHolders