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PATRICK M SWEENEY & ASSOCIATES, INC: EMR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PATRICK M SWEENEY & ASSOCIATES, INC on EMR, newest first. How the timeline and the estimate are built.

PATRICK M SWEENEY & ASSOCIATES, INC held 5,391 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 5,391 shares
    Change vs previous 13F -35 shares

    0.44% of the 13F portfolio, value $771,773.

    13F-HR 0002010453-26-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    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 5,426 shares
    Change vs previous 13F +76 shares

    0.46% of the 13F portfolio, value $710,891.

    13F-HR 0002010453-26-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    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 5,350 shares
    Change vs previous 13F +95 shares

    0.44% of the 13F portfolio, value $710,088.

    13F-HR 0002010453-26-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    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 5,255 shares
    Change vs previous 13F +1 shares

    0.45% of the 13F portfolio, value $689,313.

    13F-HR 0002010453-25-000007 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    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 5,254 shares
    Change vs previous 13F +1 shares

    0.51% of the 13F portfolio, value $734,322.

    13F-HR 0002010453-25-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    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 5,253 shares
    Change vs previous 13F +2 shares

    0.43% of the 13F portfolio, value $575,884.

    13F-HR 0002010453-25-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    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 5,251 shares
    Change vs previous 13F -24 shares

    0.49% of the 13F portfolio, value $650,759.

    13F-HR 0002010453-25-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    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 5,275 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $576,895.

    13F-HR 0002010453-24-000005 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    Filed (acceptance time not in the bulk data set), ingested

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