Position in ETN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$770,424
+$195,291 QoQ
Shares Held
1,808
+12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,554
of 2,636 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Heritage Wealth Advisors holds $5,036,539 across 14 Specialty Industrial Machinery names. ETN ranks #4 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,105 | $1,298,220 | |
| 2 | EMR |
Emerson Electric Co
|
5,997 | $858,470 | |
| 3 | PH |
Parker-Hannifin Corp
|
876 | $856,833 | |
| 4 | ETN |
Eaton Corp plc
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|
1,808 | $770,424 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,865 | $504,426 | |
| 6 | DOV |
DOVER Corp
|
1,977 | $443,401 | |
| 7 | IR |
Ingersoll Rand Inc.
|
2,723 | $223,258 | |
| 8 | XYL |
Xylem Inc.
|
326 | $38,536 |
All Filings in ETN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,424 | 1,808 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $575,133 | 1,608 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,183,188 | 9,994 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $50,149 | 134 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $47,836 | 134 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $36,425 | 134 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $46,461 | 140 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $145,502 | 439 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $123,852 | 395 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $181,354 | 580 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $169,778 | 705 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $193,018 | 905 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $181,995 | 905 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $155,062 | 905 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $142,039 | 905 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $120,690 | 905 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $114,020 | 905 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $137,342 | 905 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $75,401 | 505 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $74,830 | 505 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $69,831 | 505 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $60,670 | 505 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $51,525 | 505 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $44,177 | 505 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $39,233 | 505 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||