Position in DE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$790,375
+$118,359 QoQ
Shares Held
1,246
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,487
of 2,650 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $6,280,797 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (12.6% of the industry book) .
All Filings in DE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,375 | 1,246 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $672,016 | 1,193 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $543,785 | 1,168 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $534,079 | 1,168 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $527,304 | 1,037 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $356,236 | 759 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $494,881 | 1,168 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $441,117 | 1,057 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $439,388 | 1,176 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $513,014 | 1,249 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $488,240 | 1,221 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $854,764 | 2,265 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $898,305 | 2,217 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $845,165 | 2,047 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $888,819 | 2,073 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $634,057 | 1,899 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $409,076 | 1,366 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $533,866 | 1,285 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $725,212 | 2,115 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $694,935 | 2,074 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $551,991 | 1,565 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $338,970 | 906 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $212,280 | 789 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||