Position in ETN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,461,591
+$423,992 QoQ
Shares Held
3,430
+18.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,220
of 2,636 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Lee Financial Co holds $1,998,515 across 3 Specialty Industrial Machinery names. ETN ranks #1 (73.1% of the industry book) .
All Filings in ETN
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,461,591 | 3,430 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,037,599 | 2,901 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $208,304 | 654 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $328,590 | 878 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $257,746 | 722 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $249,233 | 751 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $229,356 | 692 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $247,704 | 790 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $57,555 | 239 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $50,973 | 239 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,842 | 39 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $6,682 | 39 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $6,748 | 43 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,734 | 43 | Shares | Sole | 2022-11-02 | |
| 2020-09-30 | $3,162 | 31 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,711 | 31 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,408 | 31 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||