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David Wealth Management LLC

SEC CIK
0002042337
Latest filing
Jul 22, 2025

EMR holding history

Emerson Electric Co in every 13F filed by David Wealth Management 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 2025 holdings

Shares (Q2 2025)
2,116
Value
$282.1K
% of portfolio
0.2%
Quarters held
3
Since Q4 2024
Holdings of EMR by David Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20252,116$282.1K0.2%00.0%UnchangedHolders
Q1 20252,116$232.0K0.2%−100−4.5%ReducedHolders
Q4 20242,216$274.6K0.2%–No prior filingHolders