Position in ETN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$340,043
+$54,623 QoQ
Shares Held
798
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#2,012
of 2,629 holders
Holding Since
Mar 2024
10 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, 2026Cascade Wealth Advisors, Inc holds $340,043 across 1 Specialty Industrial Machinery name. ETN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
This page
|
798 | $340,043 |
All Filings in ETN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,043 | 798 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $285,420 | 798 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $254,170 | 798 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $298,651 | 798 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $284,878 | 798 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $216,920 | 798 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $264,832 | 798 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $264,489 | 798 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $250,212 | 798 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $249,518 | 798 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||