Position in DE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,748,551
+$593,929 QoQ
Shares Held
4,333
+13.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#856
of 2,638 holders
Holding Since
Dec 2021
19 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, 2026Foundations Investment Advisors, LLC holds $12,779,483 across 4 Farm & Heavy Construction Machinery names. DE ranks #2 (21.5% of the industry book) .
All Filings in DE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,748,551 | 4,333 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,154,622 | 3,825 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $1,744,956 | 3,748 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,738,959 | 3,803 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,090,910 | 4,112 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,473,759 | 3,140 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,635,058 | 3,859 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,030,805 | 2,470 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $960,229 | 2,570 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $913,485 | 2,224 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,048,859 | 2,623 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,694,813 | 4,491 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,009,733 | 2,492 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,261,348 | 3,055 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,189,809 | 2,775 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $882,137 | 2,642 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $822,045 | 2,745 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $231,826 | 558 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $184,131 | 537 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||