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NORTHCAPE WEALTH MANAGEMENT, LLC: EMR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NORTHCAPE WEALTH MANAGEMENT, LLC on EMR, newest first. How the timeline and the estimate are built.

NORTHCAPE WEALTH MANAGEMENT, LLC held 36,720 EMR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,720 shares
    Change vs previous 13F +2,675 shares

    1.38% of the 13F portfolio, value $5,256,458.

    13F-HR 0001902806-26-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,045 shares
    Change vs previous 13F +21 shares

    1.22% of the 13F portfolio, value $4,460,528.

    13F-HR 0001902806-26-000003 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,024 shares
    Change vs previous 13F -345 shares

    1.28% of the 13F portfolio, value $4,515,719.

    13F-HR 0001902806-26-000001 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,369 shares
    Change vs previous 13F +45 shares

    1.32% of the 13F portfolio, value $4,508,486.

    13F-HR 0001902806-25-000007 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,324 shares
    Change vs previous 13F -149 shares

    1.4% of the 13F portfolio, value $4,576,442.

    13F-HR 0001902806-25-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,473 shares
    Change vs previous 13F -149 shares

    1.22% of the 13F portfolio, value $3,779,578.

    13F-HR 0001902806-25-000003 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,622 shares
    Change vs previous 13F -293 shares

    1.39% of the 13F portfolio, value $4,290,755.

    13F-HR 0001902806-25-000001 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 34,915 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $3,818,706.

    13F-HR 0001902806-24-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).