Position in DE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,312,979
+$5,129,215 QoQ
Shares Held
19,411
+52.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#420
of 2,638 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Derivatives in DE
reported options exposure · as of Sep 30, 2025CallValue
$45,726
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $65,203,632 across 6 Farm & Heavy Construction Machinery names. DE ranks #2 (18.9% of the industry book) .
All Filings in DE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,312,979 | 19,411 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,183,764 | 12,753 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,935,086 | 12,748 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,808,033 | 6,141 | Shares | Sole | 2025-10-27 | |
| 2025-09-30 | $45,726 | 100 | Call | Sole | 2025-10-27 | |
| 2025-06-30 | $3,754,181 | 7,383 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,591,750 | 5,522 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $42,370 | 100 | Call | Sole | 2025-02-03 | |
| 2024-12-31 | $1,695,223 | 4,001 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $41,733 | 100 | Call | Sole | 2024-10-30 | |
| 2024-09-30 | $1,701,871 | 4,078 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $37,363 | 100 | Call | Sole | 2024-07-30 | |
| 2024-06-30 | $1,493,772 | 3,998 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $41,074 | 100 | Call | Sole | 2024-05-07 | |
| 2024-03-31 | $1,759,199 | 4,283 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,745,432 | 4,365 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||