Position in DE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,083,901
+$1,235,863 QoQ
Shares Held
12,744
+4.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#514
of 2,638 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Summit Trail Advisors, LLC holds $61,100,261 across 6 Farm & Heavy Construction Machinery names. DE ranks #2 (13.2% of the industry book) .
All Filings in DE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,083,901 | 12,744 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,848,038 | 12,157 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,246,508 | 11,269 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,471,573 | 11,966 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,244,874 | 8,348 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $2,743,110 | 6,573 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,548,903 | 6,822 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,618,467 | 6,375 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,366,430 | 5,918 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,287,677 | 6,062 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,433,165 | 6,005 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,198,998 | 5,326 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $340,006 | 793 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $206,010 | 617 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||