Position in DE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,417,854
+$883,012 QoQ
Shares Held
11,694
+0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#543
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, 2026CreativeOne Wealth, LLC holds $18,761,217 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (39.5% 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 | $7,417,854 | 11,694 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $6,534,842 | 11,601 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,915,487 | 10,558 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,129,541 | 11,218 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $5,715,936 | 11,241 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $5,210,253 | 11,101 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $4,501,812 | 10,625 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,422,862 | 10,598 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $3,976,917 | 10,644 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,614,663 | 11,235 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,495,263 | 8,741 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,312,641 | 8,778 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,251 | 3,557 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,990,485 | 9,665 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,197,560 | 9,790 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,171,621 | 9,499 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,050,840 | 3,509 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,505,627 | 3,624 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,153,139 | 3,363 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,310,793 | 3,912 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,260,232 | 3,573 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,321,088 | 3,531 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,219,603 | 4,533 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $632,975 | 2,856 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $448,663 | 2,855 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $383,946 | 2,779 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||