Position in DE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,616,992
+$987,230 QoQ
Shares Held
8,855
+7.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#617
of 2,650 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $44,104,140 across 5 Farm & Heavy Construction Machinery names. DE ranks #2 (12.7% of the industry book) .
All Filings in DE
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,616,992 | 8,855 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,629,762 | 8,219 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,787,877 | 8,136 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $3,127,721 | 6,151 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,582,833 | 5,503 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,321,876 | 5,480 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,063,696 | 4,945 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,893,930 | 5,069 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,182,520 | 2,879 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $967,285 | 2,419 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $977,791 | 2,591 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $365,481 | 902 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $545,545 | 7,601 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $748,186 | 1,745 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $453,397 | 1,514 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $445,373 | 1,072 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $299,685 | 874 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $254,318 | 759 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $306,152 | 868 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $295,196 | 789 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||