Position in DE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$780,860
+$133,629 QoQ
Shares Held
1,231
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,494
of 2,650 holders
Holding Since
Mar 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, 2026WealthPlan Investment Management, LLC holds $14,001,763 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (5.6% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $780,860 | 1,231 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $647,231 | 1,149 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $534,939 | 1,149 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $483,781 | 1,058 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $536,965 | 1,056 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $543,037 | 1,157 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $489,797 | 1,156 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $350,974 | 841 | Shares | Sole | 2024-11-05 | |
| 2024-03-31 | $227,960 | 555 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $207,532 | 519 | Shares | Sole | 2024-01-05 | |
| 2023-06-30 | $48,217 | 119 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $214,284 | 519 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,511,807 | 3,526 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,102,170 | 3,301 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $1,154,563 | 2,779 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||