Position in DE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,513,004
+$1,503,720 QoQ
Shares Held
11,844
+11.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#541
of 2,650 holders
Holding Since
Dec 2021
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, 2026Lifeworks Advisors, LLC holds $27,354,906 across 3 Farm & Heavy Construction Machinery names. DE ranks #3 (27.5% 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 | $7,513,004 | 11,844 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,009,284 | 10,668 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,632,465 | 12,098 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,641,646 | 10,151 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,168,401 | 6,231 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,600,853 | 7,672 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,893,871 | 6,830 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,345,394 | 5,620 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,361,341 | 6,320 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,686,498 | 4,106 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,376,752 | 3,443 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,171,764 | 3,105 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,289,314 | 3,182 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,220,473 | 2,956 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,295,283 | 3,021 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $969,616 | 2,904 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $784,910 | 2,621 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,037,819 | 2,498 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $476,959 | 1,391 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||