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Disclosery

Eaton Financial Holdings Company, LLC: IJR position timeline

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

Eaton Financial Holdings Company, LLC held 1,408 IJR 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 1,408 shares
    Change vs previous 13F -6,671 shares

    0.06% of the 13F portfolio, value $208,771.

    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 8,079 shares
    Change vs previous 13F -1,182 shares

    0.33% of the 13F portfolio, value $1,004,305.

    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 9,261 shares
    Change vs previous 13F -811 shares

    0.3% of the 13F portfolio, value $1,112,955.

    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 10,072 shares
    Change vs previous 13F -3,723 shares

    0.34% of the 13F portfolio, value $1,196,797.

    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 13,795 shares
    Change vs previous 13F +10,997 shares

    0.46% of the 13F portfolio, value $1,507,704.

    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 2,798 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $292,561.

    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 2,794 shares
    Change vs previous 13F -54,728 shares

    0.12% of the 13F portfolio, value $321,923.

    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 57,522 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $6,727,806.

    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).