Position in DE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$702,203
+$348,451 QoQ
Shares Held
1,107
+76.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,559
of 2,655 holders
Holding Since
Dec 2024
7 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, 2026BIP Wealth, LLC holds $2,355,992 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (29.8% of the industry book) .
All Filings in DE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $702,203 | 1,107 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $353,752 | 628 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $246,752 | 530 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $249,663 | 546 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $222,718 | 438 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $291,935 | 622 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $262,694 | 620 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||