Position in DE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,864,930
+$702,402 QoQ
Shares Held
2,940
+17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,005
of 2,638 holders
Holding Since
Mar 2024
9 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, 2026Diversify Advisory Services, LLC holds $8,640,354 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (21.6% of the industry book) .
All Filings in DE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,864,930 | 2,940 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,162,528 | 2,497 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,142,235 | 2,498 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,358,176 | 2,671 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,063,077 | 2,265 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,532,946 | 3,618 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,738,596 | 4,166 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,560,652 | 4,177 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,810,952 | 4,409 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||