Position in DE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,645,790
+$365,552 QoQ
Shares Held
4,171
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#875
of 2,650 holders
Holding Since
Sep 2023
12 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, 2026Crestwood Advisors Group, LLC holds $28,162,294 across 4 Farm & Heavy Construction Machinery names. DE ranks #2 (9.4% of the industry book) .
All Filings in DE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,645,790 | 4,171 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,280,238 | 4,048 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,464,217 | 3,145 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,080,048 | 2,362 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,653,100 | 3,251 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,463,433 | 3,118 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,226,611 | 2,895 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,152,248 | 2,761 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $998,339 | 2,672 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,179,645 | 2,872 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,161,622 | 2,905 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $961,186 | 2,547 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||