Position in DE
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$83,097
+$9,305 QoQ
Shares Held
131
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,451
of 2,638 holders
Holding Since
Dec 2023
11 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, 2026Dogwood Wealth Management LLC holds $254,733 across 4 Farm & Heavy Construction Machinery names. DE ranks #2 (32.6% of the industry book) .
All Filings in DE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,097 | 131 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $73,792 | 131 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $50,747 | 109 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $49,841 | 109 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $64,578 | 127 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $54,913 | 117 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $42,370 | 100 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $16 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $14 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $15 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $23 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||