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Eaton Financial Holdings Company, LLC: JPIB position timeline

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

Eaton Financial Holdings Company, LLC held 63,480 JPIB 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 63,480 shares
    Change vs previous 13F +36,986 shares

    0.84% of the 13F portfolio, value $3,069,264.

    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 26,494 shares
    Change vs previous 13F +3,745 shares

    0.41% of the 13F portfolio, value $1,266,952.

    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 22,749 shares
    Change vs previous 13F +3,630 shares

    0.3% of the 13F portfolio, value $1,107,870.

    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 19,119 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $937,405.

    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).