Position in DE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,476,720
+$119,167 QoQ
Shares Held
2,328
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,116
of 2,638 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $12,790,410 across 4 Farm & Heavy Construction Machinery names. DE ranks #2 (11.5% of the industry book) .
All Filings in DE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,476,720 | 2,328 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,357,553 | 2,410 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,857,624 | 3,990 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,669,913 | 3,652 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,351,257 | 4,624 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,728,616 | 3,683 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,947,325 | 4,596 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,541,802 | 10,883 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,684,199 | 12,537 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,582,626 | 11,157 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,255,741 | 8,142 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,231,504 | 8,563 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||