Position in DE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,716,496
+$1,101,936 QoQ
Shares Held
2,706
+148.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,049
of 2,650 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026RFG - Bristol Wealth Advisors, LLC holds $13,101,913 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (13.1% of the industry book) .
All Filings in DE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,716,496 | 2,706 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $614,560 | 1,091 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $507,471 | 1,090 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $481,494 | 1,053 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $631,544 | 1,242 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $597,482 | 1,273 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $538,946 | 1,272 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||