Position in DE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,072,737
+$583,800 QoQ
Shares Held
7,997
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#648
of 2,650 holders
Holding Since
Sep 2022
11 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, 2026Clearstead Trust, LLC holds $7,812,493 across 5 Farm & Heavy Construction Machinery names. DE ranks #1 (64.9% of the industry book) .
All Filings in DE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,072,737 | 7,997 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,488,937 | 7,969 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,524,364 | 7,570 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,616,012 | 7,908 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,103,005 | 8,069 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,683,458 | 7,848 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,338,332 | 7,879 | Shares | Sole | 2025-02-10 | |
| 2023-12-31 | $15,994 | 40 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $4,051 | 10 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,128 | 10 | Shares | Sole | 2023-05-10 | |
| 2022-09-30 | $267,112 | 800 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||