Position in DE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,230,008
+$381,400 QoQ
Shares Held
5,092
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#813
of 2,650 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $23,994,599 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (13.5% 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 | $3,230,008 | 5,092 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,848,608 | 5,057 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,353,456 | 5,055 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,337,513 | 5,112 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,630,418 | 5,173 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,212,985 | 4,715 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,571,079 | 3,708 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||