Position in DE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$79,925
+$21,342 QoQ
Shares Held
126
+21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,466
of 2,650 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $2,455,388 across 6 Farm & Heavy Construction Machinery names. DE ranks #2 (3.3% of the industry book) .
All Filings in DE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,925 | 126 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $58,583 | 104 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $33,055 | 71 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||