Position in DE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,302,702
+$624,075 QoQ
Shares Held
9,936
-1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#583
of 2,650 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $27,755,744 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (22.7% of the industry book) .
All Filings in DE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,302,702 | 9,936 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $5,678,627 | 10,081 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $4,800,957 | 10,312 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $4,218,680 | 9,226 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $4,518,949 | 8,887 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $5,345,426 | 11,389 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $3,900,581 | 9,206 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||