Position in DE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$434,516
+$49,783 QoQ
Shares Held
685
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,829
of 2,638 holders
Holding Since
Sep 2024
8 quarters on record
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $2,448,232 across 6 Farm & Heavy Construction Machinery names. DE ranks #3 (17.7% of the industry book) .
All Filings in DE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,516 | 685 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $384,733 | 683 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $348,246 | 748 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $344,774 | 754 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $382,892 | 753 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $298,037 | 635 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $247,864 | 585 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $240,382 | 576 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||