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Eaton Financial Holdings Company, LLC: XLU position timeline

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

Eaton Financial Holdings Company, LLC held 196,801 XLU 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 196,801 shares
    Change vs previous 13F -5,400 shares

    2.45% of the 13F portfolio, value $8,922,976.

    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 202,201 shares
    Change vs previous 13F -3,167 shares

    3.04% of the 13F portfolio, value $9,279,006.

    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 205,368 shares
    Change vs previous 13F +105,796 shares

    2.36% of the 13F portfolio, value $8,767,148.

    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 99,572 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $8,683,653.

    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).