Position in DE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,080,402
+$869,787 QoQ
Shares Held
9,019
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Mar 31, 2026BEACON INVESTMENT ADVISORS LLC holds $10,280,590 across 3 Farm & Heavy Construction Machinery names. DE ranks #1 (49.4% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,080,402 | 9,019 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,210,615 | 9,044 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,094,790 | 11,142 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,656,951 | 11,125 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,213,070 | 11,107 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,695,443 | 11,082 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,562,251 | 10,932 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,071,819 | 10,898 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,467,618 | 10,877 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,217,029 | 10,546 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,955,319 | 10,481 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,224,105 | 10,425 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,944,242 | 9,553 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,089,941 | 9,539 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||