Position in DE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,149,490
+$435,796 QoQ
Shares Held
8,118
-3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#639
of 2,650 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Derivatives in DE
reported options exposure · as of Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$2,000
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $27,810,407 across 5 Farm & Heavy Construction Machinery names. DE ranks #2 (18.5% of the industry book) .
All Filings in DE
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,149,490 | 8,118 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,713,694 | 8,368 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,859,198 | 12,585 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,775,595 | 8,257 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,331,826 | 8,519 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,593,158 | 5,525 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,454,070 | 5,792 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,797,362 | 6,703 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,960,644 | 7,924 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,655,023 | 6,464 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,861,469 | 7,156 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,391,135 | 8,986 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,371,999 | 10,790 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,229,954 | 10,245 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,914,149 | 9,129 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,856,428 | 8,555 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,649,479 | 5,508 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,526,399 | 3,674 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,040,328 | 3,034 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $988,790 | 2,951 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,452,812 | 4,119 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,000 | 200 | Put | Sole | 2021-05-10 | |
| 2021-03-31 | $1,667,541 | 4,457 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,129,202 | 4,197 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $943,478 | 4,257 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $683,287 | 4,348 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $612,324 | 4,432 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||