Position in DE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,682,581
+$451,350 QoQ
Shares Held
4,229
+6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#863
of 2,638 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $20,571,404 across 5 Farm & Heavy Construction Machinery names. DE ranks #2 (13.0% 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 | $2,682,581 | 4,229 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,231,231 | 3,961 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,013,124 | 4,324 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,833,155 | 4,009 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,319,531 | 2,595 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,196,842 | 2,550 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,036,370 | 2,446 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $955,685 | 2,290 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $835,436 | 2,236 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $887,198 | 2,160 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $974,083 | 2,436 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $703,058 | 1,863 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $718,401 | 1,773 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $732,449 | 1,774 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||