Position in DE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$50,112
+$12,935 QoQ
Shares Held
79
+19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,496
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, 2026Valued Wealth Advisors LLC holds $221,084 across 7 Farm & Heavy Construction Machinery names. DE ranks #2 (22.7% 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 | $50,112 | 79 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $37,177 | 66 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $27,468 | 59 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $19,662 | 43 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $18,305 | 36 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $20,182 | 43 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $17,371 | 41 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $7,511 | 18 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $23,912 | 64 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $18,894 | 46 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,996 | 25 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||