Position in DE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,537
+$284 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,631
of 2,650 holders
Holding Since
Mar 2024
10 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, 2026CBIZ Investment Advisory Services, LLC holds $439,947 across 3 Farm & Heavy Construction Machinery names. DE ranks #3 (0.6% of the industry book) .
All Filings in DE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,537 | 4 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,253 | 4 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $26,537 | 57 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $63,559 | 139 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $71,188 | 140 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $60,076 | 128 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $44,912 | 106 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $43,819 | 105 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $39,231 | 105 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $84,612 | 206 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||