Position in DE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$208,694
+$85,332 QoQ
Shares Held
329
+50.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,336
of 2,638 holders
Holding Since
Jun 2025
3 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $792,259 across 2 Farm & Heavy Construction Machinery names. DE ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
548 | $583,565 | |
| 2 | DE |
Deere & Co
This page
|
329 | $208,694 |
All Filings in DE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,694 | 329 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $123,362 | 219 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $84,917 | 167 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||