Position in DE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,168,435
+$254,763 QoQ
Shares Held
1,842
+13.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,245
of 2,638 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, 2026Aventura Private Wealth, LLC holds $2,493,306 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (46.9% 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 | $1,168,435 | 1,842 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $913,672 | 1,622 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $757,016 | 1,626 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $822,153 | 1,798 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $925,960 | 1,821 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $865,012 | 1,843 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $771,981 | 1,822 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||