Position in ETN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,673,799
+$220,229 QoQ
Shares Held
3,928
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#1,162
of 2,629 holders
Holding Since
Dec 2020
22 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, 2026IVC Wealth Advisors LLC holds $3,462,896 across 3 Specialty Industrial Machinery names. ETN ranks #1 (48.3% of the industry book) .
All Filings in ETN
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,673,799 | 3,928 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,453,570 | 4,064 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,312,898 | 4,122 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,532,179 | 4,094 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,477,224 | 4,138 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,145,491 | 4,214 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,453,258 | 4,379 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,522,303 | 4,593 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,431,982 | 4,567 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,427,071 | 4,564 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,098,620 | 4,562 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $984,287 | 4,615 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $933,305 | 4,641 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $809,238 | 4,723 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,063,807 | 6,778 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $658,398 | 4,937 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $612,185 | 4,859 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $733,304 | 4,832 | Shares | Sole | 2022-04-27 | |
| 2021-09-30 | $831,059 | 5,566 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $780,315 | 5,266 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $721,130 | 5,215 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $621,364 | 5,172 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||