Emcor shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Emcor (EME) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Emcor
Tip: Access up to 7 years of quarterly data
All positions including Emcor held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Emcor by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $773k | 1.3k | 611.79 |
| 2025-09-30 | $828k | 1.3k | 654.92 |
| 2025-03-31 | $509k | 1.4k | 369.63 |
| 2024-12-31 | $617k | 1.4k | 448.40 |
| 2024-09-30 | $599k | 1.4k | 430.53 |
| 2024-06-30 | $508k | 1.4k | 365.08 |
| 2024-03-31 | $518k | 1.5k | 350.20 |
| 2015-09-30 | $22k | 500 | 44.00 |
| 2015-06-30 | $23k | 500 | 46.00 |
| 2015-03-31 | $23k | 500 | 46.00 |
| 2014-12-31 | $22k | 500 | 44.00 |
More positions owned by Summit Financial Wealth Advisors
View all positions for Summit Financial Wealth Advisors