Position in DE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,787,922
+$1,710,589 QoQ
Shares Held
7,548
+3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#663
of 2,638 holders
Holding Since
Mar 2020
16 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, 2026Forvis Mazars Wealth Advisors, LLC holds $27,485,223 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (17.4% of the industry book) .
All Filings in DE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,787,922 | 7,548 | Shares | Sole | 2026-08-10 | |
| 2024-12-31 | $3,077,333 | 7,263 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,056,107 | 7,323 | Shares | Sole | 2024-11-14 | |
| 2023-06-30 | $2,867,934 | 7,078 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $297,273 | 720 | Shares | Sole | 2023-04-27 | |
| 2022-09-30 | $474,457 | 1,421 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $438,723 | 1,465 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $305,363 | 735 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $262,310 | 765 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $258,003 | 770 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $275,466 | 781 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $281,727 | 753 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $387,162 | 1,439 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $314,049 | 1,417 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $214,509 | 1,365 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $223,819 | 1,620 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||