Position in DE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$813,206
+$224,563 QoQ
Shares Held
1,282
+22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,457
of 2,638 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,629,739 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (30.9% 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 | $813,206 | 1,282 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $588,643 | 1,045 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $363,140 | 780 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $346,142 | 757 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $388,482 | 764 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $213,552 | 455 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $139,395 | 329 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,637,029 | 8,715 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $3,547,241 | 9,494 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $4,551,408 | 11,081 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $3,913,125 | 9,786 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $3,208,483 | 8,502 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $2,585,112 | 6,380 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,708,910 | 4,139 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,957,718 | 4,566 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,528,214 | 4,577 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,265,260 | 4,225 | Shares | Sole | 2022-08-15 | |
| 2020-12-31 | $875,219 | 3,253 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $18,616 | 84 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||