Position in ETN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$572,705
+$195,721 QoQ
Shares Held
1,344
+27.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,701
of 2,629 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $1,875,810 across 4 Specialty Industrial Machinery names. ETN ranks #2 (30.5% of the industry book) .
All Filings in ETN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,705 | 1,344 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $376,984 | 1,054 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $336,028 | 1,055 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $394,459 | 1,054 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $376,267 | 1,054 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $286,508 | 1,054 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $365,057 | 1,100 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $364,584 | 1,100 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $344,905 | 1,100 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $335,818 | 1,074 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $253,824 | 1,054 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $224,797 | 1,054 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $211,959 | 1,054 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||