Position in DE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,562,863
+$1,034,644 QoQ
Shares Held
16,652
-1.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#447
of 2,655 holders
Holding Since
Mar 2020
26 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, 2026Colonial Trust Advisors holds $27,171,808 across 4 Farm & Heavy Construction Machinery names. DE ranks #2 (38.9% of the industry book) .
All Filings in DE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,562,863 | 16,652 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,528,219 | 16,915 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,548,330 | 18,361 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,656,846 | 18,932 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,213,021 | 20,085 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,424,548 | 20,080 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,560,858 | 20,205 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,732,630 | 20,925 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,901,153 | 21,147 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,976,722 | 21,855 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,831,128 | 22,085 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,379,345 | 22,204 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,073,824 | 22,394 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,576,338 | 23,194 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,018,406 | 23,366 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,824,378 | 23,434 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,993,522 | 23,353 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,727,995 | 23,415 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $8,177,926 | 23,850 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,003,146 | 23,885 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,517,241 | 24,148 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $9,167,552 | 24,503 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $6,589,034 | 24,490 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,460,963 | 24,640 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $3,986,109 | 25,365 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,480,250 | 25,190 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||