Eaton Financial Holdings Company, LLC: PHYS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Eaton Financial Holdings Company, LLC on PHYS, newest first. How the timeline and the estimate are built.
Eaton Financial Holdings Company, LLC held 218,561 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 218,561 sharesChange vs previous 13F +4,961 shares
1.81% of the 13F portfolio, value $6,593,994.
13F-HR 0002085853-26-000933 filed by Eaton Financial Holdings Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 213,600 sharesChange vs previous 13F +8,786 shares
2.48% of the 13F portfolio, value $7,569,994.
13F-HR 0002085853-26-000379 filed by Eaton Financial Holdings Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 204,814 sharesChange vs previous 13F +204,814 shares
1.82% of the 13F portfolio, value $6,762,968.
13F-HR 0002085853-26-000226 filed by Eaton Financial Holdings Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -85,809 shares
13F-HR 0001667731-25-000234 filed by Eaton Financial Holdings Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 85,809 sharesChange vs previous 13F not available
0.71% of the 13F portfolio, value $1,748,784.
13F-HR 0001972322-24-000003 filed by Eaton Financial Holdings Company, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).