Position in ETN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$594,863
+$104,498 QoQ
Shares Held
1,396
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,682
of 2,629 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $2,844,598 across 6 Specialty Industrial Machinery names. ETN ranks #2 (20.9% of the industry book) .
All Filings in ETN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,863 | 1,396 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $490,365 | 1,371 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $365,012 | 1,146 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $373,127 | 997 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $348,065 | 975 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $256,879 | 945 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $367,380 | 1,107 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $366,904 | 1,107 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $347,099 | 1,107 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $324,249 | 1,037 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $256,954 | 1,067 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||