Position in DE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,933,565
+$605,032 QoQ
Shares Held
12,507
-3.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#521
of 2,638 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Meridian Wealth Management, LLC holds $43,425,688 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (18.3% of the industry book) .
All Filings in DE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,933,565 | 12,507 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $7,328,533 | 13,010 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,214,428 | 13,348 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,403,039 | 16,190 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,175,302 | 14,111 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,773,189 | 14,431 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,183,477 | 14,594 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,317,124 | 15,137 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $6,918,915 | 16,845 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,918,550 | 17,302 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,290,924 | 16,670 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,357,809 | 8,287 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,114,349 | 9,965 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,363,919 | 10,178 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,439,734 | 10,302 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,984,399 | 30,001 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,244,742 | 7,810 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,502,068 | 7,297 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,390,724 | 7,135 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,555,736 | 7,246 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,412,454 | 6,448 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,575,556 | 5,856 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $655,581 | 2,958 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $417,704 | 2,658 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $395,552 | 2,863 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||