Position in ALG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$454,321
+$87,428 QoQ
Shares Held
2,762
+24.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#156
of 271 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ALG Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $44,104,140 across 5 Farm & Heavy Construction Machinery names. ALG ranks #5 (1.0% of the industry book) .
All Filings in ALG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,321 | 2,762 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $366,893 | 2,224 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $367,467 | 2,189 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||