Position in DE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,453,249
+$230,889 QoQ
Shares Held
2,291
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,134
of 2,638 holders
Holding Since
Sep 2024
8 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $2,040,859 across 3 Farm & Heavy Construction Machinery names. DE ranks #1 (71.2% of the industry book) .
All Filings in DE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,453,249 | 2,291 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $1,222,360 | 2,170 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $696,026 | 1,495 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $706,466 | 1,545 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $802,905 | 1,579 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $2,313,894 | 4,930 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,075,705 | 4,899 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,034,483 | 4,875 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||