Position in DE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$546,792
+$48,835 QoQ
Shares Held
862
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,701
of 2,638 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Root Financial Partners, LLC holds $6,062,974 across 2 Farm & Heavy Construction Machinery names. DE ranks #2 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
5,180 | $5,516,182 | |
| 2 | DE |
Deere & Co
This page
|
862 | $546,792 |
All Filings in DE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,792 | 862 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $497,957 | 884 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $409,701 | 880 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $393,700 | 861 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $286,788 | 564 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||