Position in DE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,703,810
+$176,141 QoQ
Shares Held
2,686
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,053
of 2,638 holders
Holding Since
Dec 2022
15 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, 2026SageView Advisory Group, LLC holds $5,508,202 across 6 Farm & Heavy Construction Machinery names. DE ranks #2 (30.9% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,703,810 | 2,686 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,527,669 | 2,712 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,277,989 | 2,745 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,842,300 | 4,029 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,094,470 | 4,119 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,921,049 | 4,093 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,522,354 | 3,593 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,245,730 | 2,985 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,229,989 | 3,292 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,360,370 | 3,312 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,385,149 | 3,464 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $453,233 | 1,201 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $475,287 | 1,173 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $375,720 | 910 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $368,733 | 860 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||