Position in DE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,112,037
+$900,820 QoQ
Shares Held
8,059
+7.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#641
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, 2026AE Wealth Management LLC holds $74,155,262 across 5 Farm & Heavy Construction Machinery names. DE ranks #3 (6.9% 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 | $5,112,037 | 8,059 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $4,211,217 | 7,476 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,812,073 | 8,188 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,385,083 | 7,403 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $3,987,568 | 7,842 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $3,554,382 | 7,573 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $2,347,716 | 5,541 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,963,456 | 7,101 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,706,945 | 7,245 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,204,848 | 5,368 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $12,156,048 | 30,400 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,885,205 | 31,494 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $12,465,670 | 30,765 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $8,355,039 | 20,236 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $8,356,103 | 19,489 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $7,933,894 | 23,762 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $12,838,278 | 42,870 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $16,824,883 | 40,497 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $9,106,815 | 26,559 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $5,711,938 | 17,047 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,981,608 | 16,959 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $5,692,540 | 15,215 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,937,008 | 14,633 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,076,224 | 13,880 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,087,266 | 13,282 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,643,827 | 11,898 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||