Current Market Value 325,012,098
Current Holdings 116
Most Recent File Date 2025-07-15
Total Filings on Record 10
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Eaton Financial Holdings Company, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-15 2025-06-30 13F-HR 116 325,012
2025-05-13 2025-03-31 13F-HR 63 240,904
2025-02-10 2024-12-31 13F-HR 63 259,714
2024-11-22 2024-09-30 13F-HR 62 245,753
2024-04-19 2024-03-31 13F-HR 60 192,654
2024-02-12 2023-12-31 13F-HR 151 413,155
2023-11-14 2023-09-30 13F-HR 155 373,422
2023-08-11 2023-06-30 13F-HR 52 132,717
2023-04-13 2023-03-31 13F-HR 52 127,874
2023-04-05 2022-12-31 13F-HR 68 116,958