Position in DE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$74,850
+$10,634 QoQ
Shares Held
118
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,463
of 2,638 holders
Holding Since
Mar 2022
11 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $162,251 across 4 Farm & Heavy Construction Machinery names. DE ranks #2 (46.1% of the industry book) .
All Filings in DE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,850 | 118 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $64,216 | 114 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $53,074 | 114 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $76,819 | 168 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $57,967 | 114 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $54,444 | 116 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $48,301 | 114 | Shares | Sole | 2025-07-17 | |
| 2023-03-31 | $256,398 | 621 | Shares | Other | 2023-04-25 | |
| 2022-12-31 | $270,118 | 630 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $208,347 | 624 | Shares | Sole | 2022-10-24 | |
| 2022-03-31 | $238,889 | 575 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||