Position in DE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$692,054
+$146,217 QoQ
Shares Held
1,091
+12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,564
of 2,650 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $3,092,338 across 2 Farm & Heavy Construction Machinery names. DE ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
2,254 | $2,400,284 | |
| 2 | DE |
Deere & Co
This page
|
1,091 | $692,054 |
All Filings in DE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,054 | 1,091 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $545,837 | 969 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $438,566 | 942 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $510,523 | 1,004 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||