Position in DE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$746,606
+$95,995 QoQ
Shares Held
1,177
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,516
of 2,638 holders
Holding Since
Jun 2022
17 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, 2026FSM Wealth Advisors, LLC holds $2,955,677 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (25.3% of the industry book) .
All Filings in DE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,606 | 1,177 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $650,611 | 1,155 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $535,405 | 1,150 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $696,406 | 1,523 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $681,885 | 1,341 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $727,492 | 1,550 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $628,770 | 1,484 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $648,530 | 1,554 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $567,170 | 1,518 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $623,092 | 1,517 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $607,002 | 1,518 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $571,353 | 1,514 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $590,767 | 1,458 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $532,615 | 1,290 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $553,100 | 1,290 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $430,718 | 1,290 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $377,631 | 1,261 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||