Position in DE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,258,595
+$820,918 QoQ
Shares Held
8,290
+5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#632
of 2,638 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)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026IHT Wealth Management, LLC holds $16,641,591 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (31.6% of the industry book) .
All Filings in DE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,258,595 | 8,290 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,437,677 | 7,878 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,634,239 | 7,806 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,486,607 | 7,625 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,708,926 | 7,294 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,176,091 | 6,767 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,596,789 | 8,489 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,601,557 | 8,630 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,505,189 | 6,705 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,316,725 | 8,075 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,790,292 | 6,978 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,967,716 | 7,864 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,837,140 | 7,002 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,648,629 | 3,993 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,694,888 | 3,953 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,316,528 | 3,943 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $999,630 | 3,338 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,349,414 | 3,248 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,009,125 | 2,943 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $937,860 | 2,799 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,089,168 | 3,088 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,465,132 | 3,916 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $785,087 | 2,918 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $614,358 | 2,772 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $405,604 | 2,581 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $356,729 | 2,582 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||