Position in DE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,249,715
+$663,891 QoQ
Shares Held
8,276
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#171
of 1,061 holders
Holding Since
Mar 2024
10 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, 2026Vest Financial, LLC holds $125,352,214 across 4 Farm & Heavy Construction Machinery names. DE ranks #3 (4.2% of the industry book) .
All Filings in DE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,249,715 | 8,276 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,585,824 | 8,141 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $3,418,680 | 7,343 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,025,232 | 6,616 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,716,353 | 5,342 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,800,895 | 3,837 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $936,800 | 2,211 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $847,179 | 2,030 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $255,936 | 685 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $286,285 | 697 | Shares | Defined | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||