Ritter Daniher Financial Advisory LLC / DE EPAC ENERPAC TOOL GROUP CORP

Ownership history in Ritter Daniher Financial Advisory LLC / DE  ·  3 quarters on record

AI Ownership Summary

Ritter Daniher Financial Advisory LLC / DE reported ENERPAC TOOL GROUP CORP (EPAC) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. The latest visible filing shows EPAC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EPAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ritter Daniher Financial Advisory LLC / DE's position in ENERPAC TOOL GROUP CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EPAC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ritter Daniher Financial Advisory LLC / DE held EPAC — position size vs. price
% of Fund (quarterly)    EPAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 98 -32 -24.6% 0.00% $4K 2026-07-14 $34.15
2026 Q1 REDUCED 19.8% -2.7% 130 -32 -19.8% 0.00% $5K 2026-05-06 $35.77
2025 Q4 INITIATED 162 0.00% $6K 2026-02-10 $42.27

FAQ About Ritter Daniher Financial Advisory LLC / DE and EPAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ritter Daniher Financial Advisory LLC / DE reported owning EPAC?

Ritter Daniher Financial Advisory LLC / DE reported EPAC across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported EPAC position in Ritter Daniher Financial Advisory LLC / DE's portfolio?

The largest reported portfolio weight for EPAC was 0.00% in 2025 Q4.

What is the latest reported EPAC position on this page?

The most recent filing on this page is 2026 Q2, when Ritter Daniher Financial Advisory LLC / DE reported 98 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this EPAC ownership page compare?

The chart compares Ritter Daniher Financial Advisory LLC / DE's quarterly EPAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Ritter Daniher Financial Advisory LLC / DE Holdings