Position in DE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$431,344
+$49,990 QoQ
Shares Held
680
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,839
of 2,650 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Golden State Wealth Management, LLC holds $3,615,584 across 5 Farm & Heavy Construction Machinery names. DE ranks #2 (11.9% of the industry book) .
All Filings in DE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,344 | 680 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $381,354 | 677 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $280,273 | 602 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $295,847 | 647 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $270,516 | 532 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $250,632 | 534 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $247,017 | 583 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $1,651,868 | 3,976 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,211,430 | 3,533 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $810,534 | 2,419 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $635,230 | 1,801 | Shares | Sole | 2021-08-12 | |
| 2020-03-31 | $4,835 | 35 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||