Position in DE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$771,345
+$51,448 QoQ
Shares Held
1,216
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,497
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, 2026Quotient Wealth Partners, LLC holds $4,231,125 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (18.2% 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 | $771,345 | 1,216 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $719,897 | 1,278 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $591,739 | 1,271 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $649,766 | 1,421 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $744,429 | 1,464 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $606,400 | 1,292 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $496,152 | 1,171 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $372,258 | 892 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $322,069 | 862 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $370,898 | 903 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $437,457 | 1,094 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||