Position in ETN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$384,786
+$61,810 QoQ
Shares Held
903
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,934
of 2,629 holders
Holding Since
Mar 2020
11 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $913,473 across 2 Specialty Industrial Machinery names. ETN ranks #2 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
450 | $528,687 | |
| 2 | ETN |
Eaton Corp plc
This page
|
903 | $384,786 |
All Filings in ETN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,786 | 903 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $322,976 | 903 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $252,259 | 792 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $257,484 | 688 | Shares | Sole | 2025-10-31 | |
| 2021-09-30 | $65,546 | 439 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,706 | 79 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,424 | 32 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,844 | 32 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $14,794 | 145 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $8,398 | 96 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $4,195 | 54 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||