Heritage Family Offices, LLP
Family OfficePosition in ETN — Eaton Corp plc
CIK 2019316
SCOTTSDALE, AZ
Position in ETN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,341,851
-$351,716 QoQ
Shares Held
3,149
-33.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#1,259
of 2,629 holders
Holding Since
Sep 2025
4 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, 2026Heritage Family Offices, LLP holds $2,881,210 across 4 Specialty Industrial Machinery names. ETN ranks #1 (46.6% of the industry book) .
All Filings in ETN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,341,851 | 3,149 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,693,567 | 4,735 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,008,524 | 6,306 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,778,432 | 7,424 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||