Position in DE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$79,291
+$65,209 QoQ
Shares Held
125
+400.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,458
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, 2026Private Wealth Management Group, LLC holds $597,601 across 5 Farm & Heavy Construction Machinery names. DE ranks #2 (13.3% 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 | $79,291 | 125 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,082 | 25 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,983 | 15 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,858 | 15 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,627 | 15 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,040 | 15 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,355 | 15 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,259 | 15 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $11,956 | 32 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $29,984 | 73 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $29,190 | 73 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||