Position in ETN
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$270,586
+$43,466 QoQ
Shares Held
635
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,164
of 2,629 holders
Holding Since
Dec 2024
7 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, 2026Bernard Wealth Management Corp. holds $3,766,438 across 3 Specialty Industrial Machinery names. ETN ranks #2 (7.2% of the industry book) .
All Filings in ETN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,586 | 635 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $227,120 | 635 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $202,253 | 635 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $237,648 | 635 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $226,688 | 635 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $172,612 | 635 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $210,737 | 635 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||