Position in DE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$26,007
+$5,165 QoQ
Shares Held
41
+10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,561
of 2,650 holders
Holding Since
Mar 2023
8 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, 2026Morton Brown Family Wealth, LLC holds $347,280 across 4 Farm & Heavy Construction Machinery names. DE ranks #2 (7.5% of the industry book) .
All Filings in DE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,007 | 41 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $20,842 | 37 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $17,226 | 37 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $16,918 | 37 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $23,899 | 47 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $22,059 | 47 | Shares | Sole | 2025-04-25 | |
| 2023-12-31 | $14,795 | 37 | Shares | Sole | 2024-01-29 | |
| 2023-03-31 | $825 | 2 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||