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Eaton Financial Holdings Company, LLC: IUSV position timeline

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

Eaton Financial Holdings Company, LLC held 46,626 IUSV 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 46,626 shares
    Change vs previous 13F +149 shares

    1.41% of the 13F portfolio, value $5,135,815.

    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 46,477 shares
    Change vs previous 13F -3,331 shares

    1.56% of the 13F portfolio, value $4,752,234.

    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 49,808 shares
    Change vs previous 13F -3,705 shares

    1.37% of the 13F portfolio, value $5,107,322.

    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 53,513 shares
    Change vs previous 13F -18,660 shares

    1.51% of the 13F portfolio, value $5,348,618.

    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 72,173 shares
    Change vs previous 13F -42,029 shares

    2.1% of the 13F portfolio, value $6,829,741.

    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 114,202 shares
    Change vs previous 13F -21,872 shares

    4.38% of the 13F portfolio, value $10,539,725.

    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 136,074 shares
    Change vs previous 13F -1,382 shares

    4.85% of the 13F portfolio, value $12,599,099.

    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 137,456 shares
    Change vs previous 13F not available

    5.34% of the 13F portfolio, value $13,125,671.

    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).