Position in DE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$495,411
+$71,247 QoQ
Shares Held
781
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,765
of 2,650 holders
Holding Since
Mar 2021
22 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, 2026BSW Wealth Partners holds $3,653,842 across 3 Farm & Heavy Construction Machinery names. DE ranks #3 (13.6% of the industry book) .
All Filings in DE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,411 | 781 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $424,164 | 753 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $405,977 | 872 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $419,764 | 918 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $735,785 | 1,447 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $694,168 | 1,479 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $756,304 | 1,785 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $646,444 | 1,549 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $504,026 | 1,349 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $533,962 | 1,300 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $535,425 | 1,339 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $526,822 | 1,396 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $595,629 | 1,470 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $568,122 | 1,376 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $624,703 | 1,457 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $477,796 | 1,431 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $421,953 | 1,409 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $562,117 | 1,353 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $372,378 | 1,086 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $377,288 | 1,126 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $369,992 | 1,049 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $450,090 | 1,203 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||