Position in DE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,287,703
-$1,332,524 QoQ
Shares Held
2,286
-59.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026NewEdge Wealth, LLC holds $14,237,683 across 3 Farm & Heavy Construction Machinery names. DE ranks #3 (9.0% of the industry book) .
All Filings in DE
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,287,703 | 2,286 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,620,227 | 5,628 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,658,024 | 3,626 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,534,114 | 3,017 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,775,081 | 3,782 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,008,270 | 7,100 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,879,422 | 11,692 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $251,079 | 672 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $356,522 | 868 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $224,327 | 561 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $207,559 | 550 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $211,103 | 521 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $200,246 | 485 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $222,955 | 520 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $457,290 | 1,527 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $363,112 | 874 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $299,000 | 872 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $291,510 | 870 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $264,532 | 750 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $279,856 | 748 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||