Position in DE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,613,101
+$102,331 QoQ
Shares Held
2,543
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,078
of 2,638 holders
Holding Since
Mar 2020
12 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, 2026Sowell Financial Services LLC holds $21,757,120 across 5 Farm & Heavy Construction Machinery names. DE ranks #2 (7.4% of the industry book) .
All Filings in DE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,613,101 | 2,543 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,510,770 | 2,682 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,129,938 | 2,427 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,161,440 | 2,540 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,300,717 | 2,558 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,346,095 | 2,868 | Shares | Sole | 2025-04-17 | |
| 2023-03-31 | $1,186,204 | 2,873 | Shares | Sole | 2023-05-12 | |
| 2021-03-31 | $1,408,262 | 3,764 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $714,865 | 2,657 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $596,627 | 2,692 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $447,877 | 2,850 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $408,677 | 2,958 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||