Position in DE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,192,286
+$513,374 QoQ
Shares Held
6,609
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#713
of 2,650 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Derivatives in DE
reported options exposure · as of Jun 30, 2026CallValue
$63,433
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $11,772,978 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (35.6% of the industry book) .
All Filings in DE
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,433 | 100 | Call | Sole | 2026-07-14 | |
| 2026-06-30 | $4,192,286 | 6,609 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,678,912 | 6,531 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $55,550 | 10,000 | Call | Sole | 2026-04-27 | |
| 2025-12-31 | $3,258,058 | 6,998 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $46,557 | 100 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $3,153,264 | 6,896 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $45,726 | 10,000 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $3,633,669 | 7,146 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $5,196,643 | 11,072 | Shares | Sole | 2026-08-28 | |
| 2024-12-31 | $5,589,450 | 13,192 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $5,726,184 | 13,721 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $7,047,782 | 18,863 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $9,402,249 | 22,891 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $8,544,822 | 21,369 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $8,638,605 | 22,891 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $19,918,330 | 49,158 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $8,474,362 | 20,525 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $8,645,516 | 20,164 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $6,584,310 | 19,720 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $5,523,724 | 18,445 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $6,452,093 | 15,530 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $5,357,999 | 15,626 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $5,313,540 | 15,858 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $5,267,371 | 14,934 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $4,534,202 | 12,119 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $2,022,986 | 7,519 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,741,790 | 7,859 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,189,468 | 7,569 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,019,068 | 7,376 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||