Position in DE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$166,828
+$20,370 QoQ
Shares Held
263
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,403
of 2,650 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $2,664,240 across 7 Farm & Heavy Construction Machinery names. DE ranks #2 (6.3% of the industry book) .
All Filings in DE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,828 | 263 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $146,458 | 260 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $115,926 | 249 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $111,114 | 243 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||