Position in DE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,403,772
+$157,190 QoQ
Shares Held
2,213
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,157
of 2,650 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, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $5,670,928 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (24.8% 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 | $1,403,772 | 2,213 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,246,582 | 2,213 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,030,306 | 2,213 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $983,566 | 2,151 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,088,677 | 2,141 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $992,675 | 2,115 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $896,125 | 2,115 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $872,219 | 2,090 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $745,018 | 1,994 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $785,745 | 1,913 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $753,355 | 1,884 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||