Position in DE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,591,028
+$4,136,194 QoQ
Shares Held
35,614
+8.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#305
of 2,650 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $135,002,428 across 4 Farm & Heavy Construction Machinery names. DE ranks #2 (16.7% of the industry book) .
All Filings in DE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,591,028 | 35,614 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,454,834 | 32,762 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,021,616 | 32,265 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,734,288 | 32,223 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,295,070 | 32,046 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,565,992 | 33,165 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,819,331 | 34,976 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,708,038 | 32,847 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,947,731 | 29,301 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,061,914 | 5,020 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $969,284 | 2,424 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $914,768 | 2,424 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $854,545 | 2,109 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $393,473 | 953 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $225,098 | 525 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||