Position in ETN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$421,858
+$70,627 QoQ
Shares Held
990
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,881
of 2,629 holders
Holding Since
Sep 2024
8 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, 2026BWM Planning, LLC holds $421,858 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
|
990 | $421,858 |
All Filings in ETN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,858 | 990 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $351,231 | 982 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $312,457 | 981 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $361,151 | 965 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $344,494 | 965 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $256,063 | 942 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $310,962 | 937 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $310,559 | 937 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||