Position in ETN
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$299,012
-$7,394 QoQ
Shares Held
836
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Sovereign Financial Group, Inc. holds $2,103,218 across 5 Specialty Industrial Machinery names. ETN ranks #3 (14.2% of the industry book) .
All Filings in ETN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $299,012 | 836 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $306,406 | 962 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $390,342 | 1,043 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $296,301 | 830 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $296,294 | 1,090 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $458,312 | 1,381 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $398,722 | 1,203 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $345,845 | 1,103 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $263,589 | 843 | Shares | Sole | 2024-04-15 | |
| 2023-06-30 | $212,763 | 1,058 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||