Position in DE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,869,705
+$568,064 QoQ
Shares Held
4,524
+10.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#843
of 2,638 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $15,233,809 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (18.8% 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 | $2,869,705 | 4,524 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,301,641 | 4,086 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,723,536 | 3,702 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,704,204 | 3,727 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,999,379 | 3,932 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,799,016 | 3,833 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,611,753 | 3,804 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $1,500,300 | 3,595 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $1,361,879 | 3,645 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $1,406,783 | 3,425 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $1,253,591 | 3,135 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||