Sandbox Financial Partners, LLC ETN EATON CORP PLC

Ownership history in Sandbox Financial Partners, LLC  ·  6 quarters on record

AI Ownership Summary

Sandbox Financial Partners, LLC reported EATON CORP PLC (ETN) in 6 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.11% in 2024 Q4. The latest visible filing shows ETN at 0.06% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ETN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sandbox Financial Partners, LLC'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
2025 Q3

ETN was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q4

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 2025 Q3

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 Sandbox Financial 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 593 +2 +0.3% 0.06% $222K 2025-10-17 $370.09
2025 Q2 REDUCED 38.7% +3.1% 591 -373 -38.7% 0.07% $211K 2025-07-09 $355.65
2024 Q4 REDUCED 61.5% -17.8% 964 -1,540 -61.5% 0.11% $320K 2025-01-15 $336.24
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sandbox Financial 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 Sandbox Financial Partners, LLC reported owning ETN?

Sandbox Financial Partners, LLC reported ETN across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported ETN position in Sandbox Financial Partners, LLC's portfolio?

The largest reported portfolio weight for ETN was 0.11% in 2024 Q4.

What is the latest reported ETN position on this page?

The most recent filing on this page is 2025 Q3, when Sandbox Financial Partners, LLC reported 593 shares, equal to 0.06% of portfolio, with an estimated market value of $222K.

What does the chart on this ETN ownership page compare?

The chart compares Sandbox Financial 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.

How well did Sandbox Financial Partners, LLC time their ETN position?

Based on 13F filing dates vs. subsequent ETN price moves, Sandbox Financial Partners, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on ETN relative to SPY over the holding period was +17.0%.

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