Position in DE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,016,028
+$1,828,741 QoQ
Shares Held
12,637
+15.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#516
of 2,638 holders
Holding Since
Dec 2020
23 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, 2026Integrated Wealth Concepts LLC holds $64,669,410 across 19 Farm & Heavy Construction Machinery names. DE ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
40,838 | $43,488,386 | |
| 2 | OSK |
Oshkosh Corp
|
63,482 | $9,743,217 | |
| 3 | DE |
Deere & Co
This page
|
12,637 | $8,016,028 | |
| 4 | AGCO |
Agco Corp /De
|
10,186 | $1,219,264 | |
| 5 | PCAR |
Paccar Inc
|
8,412 | $1,010,449 | |
| 6 | CNH |
CNH Industrial N.V.
|
35,654 | $400,394 | |
| 7 | TEX |
Terex Corp
|
3,344 | $242,072 | |
| 8 | BLBD |
Blue Bird Corp
|
1,694 | $133,758 |
All Filings in DE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,016,028 | 12,637 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,187,287 | 10,984 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,406,065 | 5,168 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,018,858 | 8,789 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,594,207 | 9,035 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $4,483,700 | 9,553 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,742,118 | 8,832 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,211,354 | 7,695 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,854,533 | 7,640 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,288,384 | 8,006 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,586,359 | 6,468 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $3,063,193 | 8,117 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $3,288,116 | 8,115 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,385,207 | 5,777 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,567,117 | 3,655 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,255,092 | 3,759 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,133,793 | 3,786 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,613,231 | 3,883 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,074,274 | 3,133 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $687,563 | 2,052 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $536,471 | 1,521 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $621,072 | 1,660 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $213,625 | 794 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||