Position in DE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$374,254
+$50,357 QoQ
Shares Held
590
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,924
of 2,638 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Capital Wealth Planning, LLC holds $1,282,881,371 across 3 Farm & Heavy Construction Machinery names. DE ranks #3 (0.0% of the industry book) .
All Filings in DE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,254 | 590 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $323,897 | 575 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $404,114 | 868 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $438,512 | 959 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $641,714 | 1,262 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $543,037 | 1,157 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $853,755 | 2,015 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $938,157 | 2,248 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $190,817,323 | 510,712 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $206,711,065 | 503,265 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $254,221,350 | 635,760 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $245,166,426 | 649,654 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $254,305,752 | 627,621 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $243,273,849 | 589,212 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $231,575,847 | 540,106 | Shares | Other | 2023-02-03 | |
| 2022-09-30 | $132,645,148 | 397,272 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $107,970,614 | 360,539 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $207,037,427 | 498,333 | Shares | Sole | 2022-05-11 | |
| 2020-03-31 | $218,430 | 1,581 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||