Position in ETN
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,482,575
+$633,306 QoQ
Shares Held
5,826
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
#991
of 2,629 holders
Holding Since
Sep 2023
11 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, 2026Worth Financial Advisory Group, LLC holds $3,845,889 across 3 Specialty Industrial Machinery names. ETN ranks #1 (64.6% of the industry book) .
All Filings in ETN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,482,575 | 5,826 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $1,849,269 | 5,806 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,714,813 | 4,582 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,483,293 | 4,155 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $902,475 | 3,320 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,691,209 | 5,096 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $835,891 | 2,522 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $592,923 | 1,891 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $366,148 | 1,171 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $276,943 | 1,150 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $238,660 | 1,119 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||