LeClair Wealth Partners LLC ETN EATON CORPORATION PLC SHS

Ownership history in LeClair Wealth Partners LLC  ·  6 quarters on record

AI Ownership Summary

LeClair Wealth Partners LLC reported EATON CORPORATION PLC SHS (ETN) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.51% in 2026 Q1. The latest visible filing shows ETN at 0.51% 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 LeClair Wealth Partners LLC's position in EATON CORPORATION PLC SHS, 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 Q1

ETN was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 LeClair Wealth Partners LLC 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 4,091 +2,267 +124.3% 0.51% $1.5M 2026-05-05 $409.73
2025 Q4 UNCHANGED 1,824 0% 0.34% $581K 2026-02-11 $393.77
2025 Q3 ADDED 1,824 +380 +26.3% 0.43% $683K 2025-11-12 $367.24
2025 Q2 UNCHANGED 1,444 0% 0.35% $515K 2025-08-06 $354.05
2025 Q1 UNCHANGED 1,444 0% 0.28% $393K 2025-05-14 $325.31
2024 Q4 INITIATED 1,444 0.32% $479K 2025-02-14 $303.45

FAQ About LeClair Wealth Partners LLC and ETN

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

How long has LeClair Wealth Partners LLC reported owning ETN?

LeClair Wealth Partners LLC reported ETN across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ETN position in LeClair Wealth Partners LLC's portfolio?

The largest reported portfolio weight for ETN was 0.51% in 2026 Q1.

What is the latest reported ETN position on this page?

The most recent filing on this page is 2026 Q1, when LeClair Wealth Partners LLC reported 4,091 shares, equal to 0.51% of portfolio, with an estimated market value of $1.5M.

What does the chart on this ETN ownership page compare?

The chart compares LeClair Wealth Partners LLC'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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