Position in DE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,090,413
+$123,791 QoQ
Shares Held
1,719
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,282
of 2,638 holders
Holding Since
Dec 2022
15 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, 2026Cassaday & Co Wealth Management LLC holds $3,602,006 across 5 Farm & Heavy Construction Machinery names. DE ranks #2 (30.3% of the industry book) .
All Filings in DE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,090,413 | 1,719 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $966,622 | 1,716 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $804,039 | 1,727 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $778,713 | 1,703 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $853,246 | 1,678 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $779,121 | 1,660 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $703,342 | 1,660 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $692,767 | 1,660 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $631,808 | 1,691 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $719,205 | 1,751 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $675,380 | 1,689 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $664,943 | 1,762 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $625,208 | 1,543 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $737,403 | 1,786 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $771,768 | 1,800 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||