Position in ETN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$348,992
+$84,317 QoQ
Shares Held
819
+10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,997
of 2,629 holders
Holding Since
Mar 2022
18 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, 2026Forum Financial Management, LP holds $2,714,029 across 3 Specialty Industrial Machinery names. ETN ranks #2 (12.9% of the industry book) .
All Filings in ETN
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,992 | 819 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $264,675 | 740 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,504,322 | 4,723 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,797,897 | 4,804 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,638,584 | 4,590 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,101,455 | 4,052 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,359,007 | 4,095 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $1,339,349 | 4,041 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,275,834 | 4,069 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,392,051 | 4,452 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,006,868 | 4,181 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,000,283 | 4,690 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $968,497 | 4,816 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $668,054 | 3,899 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $627,485 | 3,998 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $527,305 | 3,954 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $498,164 | 3,954 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $593,229 | 3,909 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||