Position in DE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$869,666
+$339,601 QoQ
Shares Held
1,371
+45.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,420
of 2,638 holders
Holding Since
Jun 2024
4 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, 2026Triad Wealth Partners, LLC holds $3,476,272 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (25.0% of the industry book) .
All Filings in DE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $869,666 | 1,371 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $530,065 | 941 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $419,944 | 902 | Shares | Sole | 2026-01-22 | |
| 2024-06-30 | $10,088 | 27 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||