Position in DE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,382,543
-$325,803 QoQ
Shares Held
3,756
-21.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#910
of 2,638 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $6,867,996 across 9 Farm & Heavy Construction Machinery names. DE ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
3,838 | $4,087,086 | |
| 2 | DE |
Deere & Co
This page
|
3,756 | $2,382,543 | |
| 3 | PCAR |
Paccar Inc
|
2,703 | $324,684 | |
| 4 | TEX |
Terex Corp
|
318 | $23,020 | |
| 5 | GENC |
Gencor Industries Inc
|
1,380 | $20,589 | |
| 6 | CNH |
CNH Industrial N.V.
|
1,368 | $15,362 | |
| 7 | AGCO |
Agco Corp /De
|
79 | $9,456 | |
| 8 | WNC |
WABASH NATIONAL Corp
|
316 | $4,266 |
All Filings in DE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,382,543 | 3,756 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,708,346 | 4,808 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,730,568 | 5,865 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,155,523 | 4,714 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,423,971 | 4,767 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,253,818 | 4,802 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,039,268 | 4,813 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,986,490 | 4,760 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,729,906 | 4,630 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,934,585 | 4,710 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,875,790 | 4,691 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,785,384 | 4,731 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,916,953 | 4,731 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,979,346 | 4,794 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,075,198 | 4,840 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,623,039 | 4,861 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,443,445 | 4,820 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,929,396 | 4,644 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,577,294 | 4,600 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,460,570 | 4,359 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,455,634 | 4,127 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,575,503 | 4,211 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $976,920 | 3,631 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $798,976 | 3,605 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $604,870 | 3,849 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $537,856 | 3,893 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||