Position in ETN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$254,819
+$53,809 QoQ
Shares Held
598
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,202
of 2,629 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $3,363,721 across 4 Specialty Industrial Machinery names. ETN ranks #4 (7.6% of the industry book) .
All Filings in ETN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,819 | 598 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $201,010 | 562 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||