Position in DE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,309,976
+$616,561 QoQ
Shares Held
8,371
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#630
of 2,638 holders
Holding Since
Dec 2022
15 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, 2026Summit Financial, LLC holds $46,696,450 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (11.4% of the industry book) .
All Filings in DE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,309,976 | 8,371 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,693,415 | 8,332 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,867,489 | 8,307 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,813,091 | 8,339 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,213,856 | 8,287 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,249,779 | 6,924 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,860,822 | 6,752 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,770,731 | 4,243 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,447,442 | 3,874 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,318,886 | 3,211 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,409,141 | 3,524 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,267,242 | 3,358 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $403,164 | 995 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $264,243 | 640 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $201,945 | 471 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||