Position in DE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,790,079
+$201,574 QoQ
Shares Held
2,822
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,031
of 2,651 holders
Holding Since
Jun 2023
13 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $8,059,081 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (22.2% of the industry book) .
All Filings in DE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,790,079 | 2,822 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,588,505 | 2,820 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $1,498,203 | 3,218 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,574,346 | 3,443 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,787,342 | 3,515 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,623,011 | 3,458 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $300,827 | 710 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $290,460 | 696 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $691,589 | 1,851 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $743,439 | 1,810 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $721,365 | 1,804 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $240,013 | 636 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $215,155 | 531 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||