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Eaton Financial Holdings Company, LLC: EPD position timeline

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

Eaton Financial Holdings Company, LLC held 36,535 EPD 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 36,535 shares
    Change vs previous 13F -1,823 shares

    0.37% of the 13F portfolio, value $1,343,010.

    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 38,358 shares
    Change vs previous 13F +581 shares

    0.48% of the 13F portfolio, value $1,451,474.

    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 37,777 shares
    Change vs previous 13F +636 shares

    0.33% of the 13F portfolio, value $1,211,117.

    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 37,141 shares
    Change vs previous 13F -2,060 shares

    0.33% of the 13F portfolio, value $1,161,411.

    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).

  5. period ended2025-06-30
    13F 39,201 shares
    Change vs previous 13F +1,359 shares

    0.37% of the 13F portfolio, value $1,215,611.

    13F-HR 0001667731-25-000806 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).

  6. period ended2025-03-31
    13F 37,842 shares
    Change vs previous 13F +602 shares

    0.54% of the 13F portfolio, value $1,291,911.

    13F-HR 0001667731-25-000621 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).

  7. period ended2024-12-31
    13F 37,240 shares
    Change vs previous 13F +617 shares

    0.45% of the 13F portfolio, value $1,167,834.

    13F-HR 0001667731-25-000234 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).

  8. period ended2024-09-30
    13F 36,623 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,066,101.

    13F-HR 0001972322-24-000003 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).