Forum Financial Management, LP

Position in DE — Deere & Co

CIK 1911832 LOMBARD, IL

Position in DE

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$7,633,526

+$811,401 QoQ

Shares Held

12,034

-0.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#537

of 2,650 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Forum Financial Management, LP holds $13,627,763 across 3 Farm & Heavy Construction Machinery names. DE ranks #1 (56.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co This page	12,034	$7,633,526
2	CAT	Caterpillar Inc	5,159	$5,493,818
3	PCAR	Paccar Inc	4,166	$500,419

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,633,526	12,034	-0.6%	Shares	Sole	2026-07-23
2026-03-31	$6,822,125	12,111	-19.2%	Shares	Other	2026-04-23
2025-12-31	$6,980,290	14,993	+0.1%	Shares	Sole	2026-01-27
2025-09-30	$6,852,040	14,985	+2.2%	Shares	Other	2025-10-24
2025-06-30	$7,457,005	14,665	-0.2%	Shares	Sole	2025-07-30
2025-03-31	$6,898,036	14,697	-0.1%	Shares	Sole	2025-05-02
2024-12-31	$6,230,931	14,706	+13.5%	Shares	Other	2025-02-20
2024-09-30	$5,405,258	12,952	+0.5%	Shares	Sole	2024-10-29
2024-06-30	$4,813,475	12,883	+1.4%	Shares	Sole	2024-07-30
2024-03-31	$5,218,451	12,705	+0.1%	Shares	Sole	2024-05-09
2023-12-31	$5,074,350	12,690	-1.6%	Shares	Sole	2024-02-07
2023-09-30	$4,867,824	12,899	-0.1%	Shares	Sole	2023-11-06
2023-06-30	$5,233,028	12,915	+4.7%	Shares	Sole	2023-07-26
2023-03-31	$5,090,810	12,330	-1.5%	Shares	Sole	2023-04-19
2022-12-31	$5,368,503	12,521	-0.6%	Shares	Sole	2023-01-24
2022-09-30	$4,207,014	12,600	+2.7%	Shares	Sole	2022-11-07
2022-06-30	$3,675,095	12,272	+1.7%	Shares	Sole	2022-08-15
2022-03-31	$5,013,771	12,068	+1.8%	Shares	Sole	2022-05-16
2021-12-31	$4,064,275	11,853	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.