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Eaton Financial Holdings Company, LLC: CGMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Eaton Financial Holdings Company, LLC on CGMS, newest first. How the timeline and the estimate are built.

Eaton Financial Holdings Company, LLC held 142,560 CGMS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,560 shares
    Change vs previous 13F +77,799 shares

    1.07% of the 13F portfolio, value $3,896,170.

    13F-HR 0002085853-26-000933 filed by Eaton Financial Holdings Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 64,761 shares
    Change vs previous 13F +10,412 shares

    0.58% of the 13F portfolio, value $1,763,449.

    13F-HR 0002085853-26-000379 filed by Eaton Financial Holdings Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 54,349 shares
    Change vs previous 13F +9,030 shares

    0.4% of the 13F portfolio, value $1,501,115.

    13F-HR 0002085853-26-000226 filed by Eaton Financial Holdings Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,319 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,257,592.

    13F-HR 0002085853-25-000285 filed by Eaton Financial Holdings Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).