Position in DE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$495,411
+$91,526 QoQ
Shares Held
781
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,762
of 2,638 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $2,454,073 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (20.2% 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 | $495,411 | 781 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $403,885 | 717 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $319,846 | 687 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $269,782 | 590 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $304,584 | 599 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $233,266 | 497 | Shares | Other | 2025-04-14 | |
| 2022-12-31 | $247,823 | 578 | Shares | Sole | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||