Position in DE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,124,667
-$235,702 QoQ
Shares Held
1,773
-26.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,265
of 2,651 holders
Holding Since
Dec 2023
11 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, 2026GC Wealth Management RIA, LLC holds $6,471,171 across 5 Farm & Heavy Construction Machinery names. DE ranks #2 (17.4% 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 | $1,124,667 | 1,773 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,360,369 | 2,415 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,358,532 | 2,918 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,417,533 | 5,287 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,675,983 | 3,296 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $571,668 | 1,218 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $499,542 | 1,179 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $504,551 | 1,209 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $469,279 | 1,256 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $558,195 | 1,359 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $505,435 | 1,264 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||