Position in DE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$27,910
+$4,815 QoQ
Shares Held
44
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,543
of 2,638 holders
Holding Since
Dec 2023
11 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $285,417 across 5 Farm & Heavy Construction Machinery names. DE ranks #4 (9.8% of the industry book) .
All Filings in DE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,910 | 44 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $23,095 | 41 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $18,622 | 40 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $14,632 | 32 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $12,712 | 25 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $11,733 | 25 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $10,592 | 25 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $10,433 | 25 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $9,340 | 25 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $10,268 | 25 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $29,990 | 75 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||