Position in DE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$392,650
+$24,252 QoQ
Shares Held
619
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,891
of 2,638 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $1,273,475 across 5 Farm & Heavy Construction Machinery names. DE ranks #2 (30.8% of the industry book) .
All Filings in DE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,650 | 619 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $368,398 | 654 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $324,502 | 697 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||