Position in DE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,496,722
+$388,291 QoQ
Shares Held
3,936
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#903
of 2,650 holders
Holding Since
Dec 2022
5 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, 2026Fortis Capital Advisors, LLC holds $4,445,899 across 4 Farm & Heavy Construction Machinery names. DE ranks #1 (56.2% of the industry book) .
All Filings in DE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,496,722 | 3,936 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,108,431 | 3,743 | Shares | Sole | 2026-04-28 | |
| 2024-03-31 | $539,712 | 1,314 | Shares | Sole | 2024-05-08 | |
| 2023-03-31 | $299,750 | 726 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $273,548 | 638 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||