WealthPlan Investment Management »

Eaton shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Eaton (ETN) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Eaton

Tip: Access up to 7 years of quarterly data

All positions including Eaton held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Eaton by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 4.3k 374.25
2025-06-30 $327k 917 356.99
2025-03-31 $249k 917 271.83
2024-12-31 $271k 817 331.87
2024-09-30 $264k 796 331.44
2023-06-30 $93k 460 201.10
2023-03-31 $64k 375 171.34
2022-12-31 $208k 1.2k 174.32