Position in ETN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$504,526
+$84,980 QoQ
Shares Held
1,184
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#1,782
of 2,629 holders
Holding Since
Sep 2024
8 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, 2026LWM Advisory Services, LLC holds $947,448 across 2 Specialty Industrial Machinery names. ETN ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
This page
|
1,184 | $504,526 | |
| 2 | GEV |
GE Vernova Inc.
|
377 | $442,922 |
All Filings in ETN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,526 | 1,184 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $419,546 | 1,173 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $373,612 | 1,173 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $443,486 | 1,185 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $419,463 | 1,175 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $319,400 | 1,175 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $398,244 | 1,200 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $416,620 | 1,257 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||