Position in DE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,882,354
+$1,509,755 QoQ
Shares Held
25,038
-1.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#361
of 2,650 holders
Holding Since
Mar 2020
19 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, 2026Dakota Wealth Management holds $67,262,893 across 4 Farm & Heavy Construction Machinery names. DE ranks #2 (23.6% 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 | $15,882,354 | 25,038 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $14,372,599 | 25,515 | Shares | Defined | 2026-08-26 | |
| 2025-12-31 | $12,036,846 | 25,854 | Shares | Defined | 2026-08-26 | |
| 2025-09-30 | $11,481,798 | 25,110 | Shares | Sole | 2026-08-26 | |
| 2025-06-30 | $13,175,992 | 25,912 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $12,479,077 | 26,588 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $11,583,110 | 27,338 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $13,633,336 | 32,668 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $12,753,486 | 34,134 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $14,104,400 | 34,339 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $10,782,094 | 26,964 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $10,095,669 | 26,752 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $10,861,927 | 26,807 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,658,519 | 13,705 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $5,694,789 | 13,282 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $6,126,881 | 18,350 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $456,691 | 1,525 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $10,595,060 | 25,502 | Shares | Sole | 2022-05-13 | |
| 2020-03-31 | $740,123 | 5,357 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||