Position in DE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$486,531
+$19,556 QoQ
Shares Held
767
-7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,779
of 2,650 holders
Holding Since
Dec 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, 2026SOA Wealth Advisors, LLC. holds $1,515,132 across 4 Farm & Heavy Construction Machinery names. DE ranks #2 (32.1% 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 | $486,531 | 767 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $466,975 | 829 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $351,505 | 755 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $367,637 | 804 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $424,080 | 834 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $644,417 | 1,373 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $586,824 | 1,385 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $601,372 | 1,441 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $545,873 | 1,461 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $278,070 | 677 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $253,117 | 633 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $267,562 | 709 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $287,279 | 709 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $265,481 | 643 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $250,824 | 585 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $177,963 | 533 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $134,761 | 450 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $186,957 | 450 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $154,300 | 450 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $150,781 | 450 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $159,072 | 451 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $132,445 | 354 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $95,781 | 356 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||