Position in DE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,436,165
+$954,829 QoQ
Shares Held
5,417
+23.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#783
of 2,638 holders
Holding Since
Dec 2023
8 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, 2026Turtle Creek Wealth Advisors, LLC holds $40,636,016 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (8.5% of the industry book) .
All Filings in DE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,436,165 | 5,417 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,481,336 | 4,405 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,987,983 | 4,270 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,497,069 | 3,274 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,624,625 | 3,195 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $203,657 | 488 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $203,727 | 496 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $416,664 | 1,042 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||