Position in DE
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,745,099
+$607,250 QoQ
Shares Held
3,098
+26.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 0%
Shared 90%
None 9%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $6,561,137 across 4 Farm & Heavy Construction Machinery names. DE ranks #2 (26.6% of the industry book) .
All Filings in DE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,745,099 | 3,098 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,137,849 | 2,444 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $894,853 | 1,957 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,319,019 | 2,594 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $903,496 | 1,925 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $775,367 | 1,830 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $777,066 | 1,862 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $688,224 | 1,842 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $345,843 | 842 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $286,306 | 716 | Shares | Other | 2024-02-09 | |
| 2023-06-30 | $208,672 | 515 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $527,660 | 1,278 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $496,931 | 1,159 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $227,044 | 680 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $235,150 | 566 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||