Position in DE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$27,276
+$3,055 QoQ
Shares Held
43
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,546
of 2,638 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $1,128,407 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (2.4% of the industry book) .
All Filings in DE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,276 | 43 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $24,221 | 43 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $27,003 | 58 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $19,662 | 43 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $24,916 | 49 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $22,998 | 49 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $20,761 | 49 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||