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Eaton Financial Holdings Company, LLC: USFR position timeline

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

Eaton Financial Holdings Company, LLC held 318,326 USFR 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 318,326 shares
    Change vs previous 13F -5,180 shares

    4.4% of the 13F portfolio, value $16,027,702.

    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 323,506 shares
    Change vs previous 13F +108,974 shares

    5.33% of the 13F portfolio, value $16,285,293.

    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 214,532 shares
    Change vs previous 13F -81,900 shares

    2.9% of the 13F portfolio, value $10,795,246.

    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 296,432 shares
    Change vs previous 13F -75,962 shares

    4.2% of the 13F portfolio, value $14,901,648.

    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 372,394 shares
    Change vs previous 13F +81,011 shares

    5.76% of the 13F portfolio, value $18,735,161.

    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 291,383 shares
    Change vs previous 13F +256,198 shares

    6.09% of the 13F portfolio, value $14,665,284.

    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 35,185 shares
    Change vs previous 13F -159,566 shares

    0.68% of the 13F portfolio, value $1,770,516.

    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 194,751 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $9,780,410.

    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).