Position in ETN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$656,650
+$110,488 QoQ
Shares Held
1,541
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,634
of 2,629 holders
Holding Since
Mar 2023
14 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, 2026Phillips Wealth Planners LLC holds $2,609,315 across 6 Specialty Industrial Machinery names. ETN ranks #2 (25.2% of the industry book) .
All Filings in ETN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,650 | 1,541 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $546,162 | 1,527 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $499,105 | 1,567 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $636,973 | 1,702 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $748,608 | 2,097 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $574,920 | 2,115 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $596,370 | 1,797 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $596,592 | 1,800 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $570,347 | 1,819 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $585,649 | 1,873 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $469,839 | 1,951 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $514,218 | 2,411 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $490,885 | 2,441 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $430,748 | 2,514 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||