ACORN FINANCIAL ADVISORY SERVICES INC /ADV ETN EATON CORP PLC

Ownership history in ACORN FINANCIAL ADVISORY SERVICES INC /ADV  ·  4 quarters on record

AI Ownership Summary

ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported EATON CORP PLC (ETN) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 1.7% in 2026 Q2. The latest visible filing shows ETN at 1.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ETN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ACORN FINANCIAL ADVISORY SERVICES INC /ADV's position in EATON CORP PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ETN was reported at 1.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.7% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ACORN FINANCIAL ADVISORY SERVICES INC /ADV held ETN — position size vs. price
% of Fund (quarterly)    ETN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 29,979 +29,390 +4989.8% 1.70% $12.8M 2026-07-20 $401.41
2026 Q1 UNCHANGED 589 0% 0.03% $211K 2026-04-24 $422.75
2025 Q3 UNCHANGED 589 0% 0.03% $220K 2025-10-24 $373.06
2025 Q2 INITIATED 589 0.03% $210K 2025-07-28 $388.25

FAQ About ACORN FINANCIAL ADVISORY SERVICES INC /ADV and ETN

These are the practical questions this page is built to answer before you even open the full history table.

How long has ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported owning ETN?

ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported ETN across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported ETN position in ACORN FINANCIAL ADVISORY SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for ETN was 1.70% in 2026 Q2.

What is the latest reported ETN position on this page?

The most recent filing on this page is 2026 Q2, when ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported 29,979 shares, equal to 1.70% of portfolio, with an estimated market value of $12.8M.

What does the chart on this ETN ownership page compare?

The chart compares ACORN FINANCIAL ADVISORY SERVICES INC /ADV's quarterly ETN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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