Position in ETN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,286,018
+$862,356 QoQ
Shares Held
12,405
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#718
of 2,629 holders
Holding Since
Jun 2024
9 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, 2026HCR Wealth Advisors holds $31,721,892 across 5 Specialty Industrial Machinery names. ETN ranks #3 (16.7% of the industry book) .
All Filings in ETN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,286,018 | 12,405 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,423,662 | 12,368 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,879,451 | 12,180 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,281,428 | 6,096 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,866,700 | 5,229 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,018,818 | 3,748 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $571,812 | 1,723 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $484,233 | 1,461 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $319,507 | 1,019 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||