Position in ETN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$271,438
+$35,734 QoQ
Shares Held
637
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,162
of 2,629 holders
Holding Since
Dec 2022
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, 2026Keudell/Morrison Wealth Management holds $1,328,854 across 4 Specialty Industrial Machinery names. ETN ranks #3 (20.4% 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 | $271,438 | 637 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $235,704 | 659 | Shares | Sole | 2026-04-20 | |
| 2025-06-30 | $223,832 | 627 | Shares | Sole | 2025-07-22 | |
| 2024-09-30 | $212,453 | 641 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $211,646 | 675 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $242,327 | 775 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $271,163 | 1,126 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $239,086 | 1,121 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $240,314 | 1,195 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $226,511 | 1,322 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $208,586 | 1,329 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||