Position in DE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$307,650
+$128,521 QoQ
Shares Held
485
+52.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,071
of 2,638 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $3,931,840 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (7.8% of the industry book) .
All Filings in DE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,650 | 485 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $179,129 | 318 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $148,051 | 318 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $143,579 | 314 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $159,665 | 314 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $72,749 | 155 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $65,673 | 155 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $64,686 | 155 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $72,110 | 193 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $79,272 | 193 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $77,974 | 195 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $124,535 | 330 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $76,175 | 188 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $77,621 | 188 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $67,315 | 157 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $52,420 | 157 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $47,016 | 157 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $62,319 | 150 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $51,433 | 150 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $50,260 | 150 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $52,906 | 150 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||