Position in DE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,866,537
+$466,316 QoQ
Shares Held
4,519
+6.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#846
of 2,651 holders
Holding Since
Mar 2021
8 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $9,505,244 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (30.2% of the industry book) .
All Filings in DE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,866,537 | 4,519 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,400,221 | 4,261 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,840,398 | 3,953 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,384,126 | 3,027 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $332,043 | 653 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $221,063 | 471 | Shares | Sole | 2025-04-17 | |
| 2021-06-30 | $223,265 | 633 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $219,994 | 588 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||