Position in DE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$171,997,310
+$171,794,311 QoQ
Shares Held
271,148
+54021.4% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1
of 250 holders
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Curated Wealth Partners LLC holds $352,609,461 across 6 Farm & Heavy Construction Machinery names. DE ranks #1 (48.8% of the industry book) .
All Filings in DE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,997,310 | 271,148 | Shares | Other | 2026-07-13 | |
| 2023-06-30 | $202,999 | 501 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $207,677 | 503 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $224,669 | 524 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $275,449 | 663 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $227,335 | 663 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $217,460 | 649 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $228,908 | 649 | Shares | Other | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||