Position in DE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,313,063
+$153,229 QoQ
Shares Held
2,070
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,180
of 2,638 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Aprio Wealth Management, LLC holds $4,968,663 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (26.4% of the industry book) .
All Filings in DE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,313,063 | 2,070 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,159,834 | 2,059 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $777,036 | 1,669 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $428,909 | 938 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $473,404 | 931 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $346,849 | 739 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $283,031 | 668 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $303,398 | 727 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $291,057 | 779 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $501,102 | 1,220 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $270,312 | 676 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $252,089 | 668 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $271,477 | 670 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $271,675 | 658 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $300,560 | 701 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $230,050 | 689 | Shares | Sole | 2022-10-13 | |
| 2020-09-30 | $320,255 | 1,445 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $227,081 | 1,445 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $201,160 | 1,456 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||