Position in ETN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,072,027
+$542,421 QoQ
Shares Held
8,589
+8.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Capital Planning Advisors, LLC holds $13,382,888 across 6 Specialty Industrial Machinery names. ETN ranks #3 (23.0% of the industry book) .
All Filings in ETN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,072,027 | 8,589 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,529,606 | 7,942 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,068,850 | 8,200 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,650,650 | 7,425 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,635,329 | 6,016 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,205,019 | 3,631 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||