Position in DE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,330,359
+$799,744 QoQ
Shares Held
14,709
-2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#479
of 2,650 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $44,965,192 across 6 Farm & Heavy Construction Machinery names. DE ranks #2 (20.8% of the industry book) .
All Filings in DE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,330,359 | 14,709 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,530,615 | 15,144 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,359,220 | 13,659 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,213,248 | 13,588 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $6,669,863 | 13,117 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,803,512 | 12,365 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,485,424 | 5,866 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,459,325 | 5,893 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $5,655,263 | 15,136 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,813,613 | 14,154 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,690,949 | 14,232 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,309,736 | 14,070 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $5,416,579 | 13,368 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,633,747 | 13,645 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,868,438 | 13,687 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $1,217,046 | 4,064 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,540,525 | 3,708 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,263,549 | 3,685 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $553,535 | 1,652 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $684,610 | 1,941 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $708,621 | 1,894 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $477,025 | 1,773 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $286,345 | 1,292 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $202,252 | 1,287 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||