Position in DE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$546,158
+$59,467 QoQ
Shares Held
861
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,702
of 2,638 holders
Holding Since
Jun 2020
23 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, 2026Regent Peak Wealth Advisors LLC holds $2,638,741 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (20.7% of the industry book) .
All Filings in DE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,158 | 861 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $486,691 | 864 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $401,321 | 862 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $358,491 | 784 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $352,951 | 752 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $329,638 | 778 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $317,588 | 761 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $290,684 | 778 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $324,484 | 790 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $338,290 | 846 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $315,867 | 837 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $328,609 | 811 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $334,432 | 810 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $412,895 | 963 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,462,438 | 4,380 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $280,020 | 674 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $233,508 | 681 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $227,847 | 680 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $231,377 | 656 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $217,749 | 582 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $147,708 | 549 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,836,869 | 8,288 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,254,528 | 7,983 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||