Position in DE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$701,871
+$116,650 QoQ
Shares Held
1,246
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Wealth Preservation Advisors, LLC holds $734,530 across 7 Farm & Heavy Construction Machinery names. DE ranks #1 (95.6% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $701,871 | 1,246 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $585,221 | 1,257 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $574,775 | 1,257 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $633,578 | 1,246 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $584,809 | 1,246 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||