Position in DE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$488,433
+$82,857 QoQ
Shares Held
770
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,774
of 2,650 holders
Holding Since
Mar 2023
14 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, 2026Cape Investment Advisory, Inc. holds $1,002,919 across 4 Farm & Heavy Construction Machinery names. DE ranks #1 (48.7% of the industry book) .
All Filings in DE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,433 | 770 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $405,576 | 720 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $443,222 | 952 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $187,476 | 410 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $475,946 | 936 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $462,779 | 986 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $418,191 | 987 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $409,818 | 982 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $366,904 | 982 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $403,346 | 982 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $318,696 | 797 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $300,771 | 797 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $322,936 | 797 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $325,349 | 788 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||