Position in DE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$595,001
+$133,095 QoQ
Shares Held
938
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,654
of 2,638 holders
Holding Since
Mar 2025
6 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, 2026Plan A Wealth LLC holds $1,357,080 across 3 Farm & Heavy Construction Machinery names. DE ranks #1 (43.8% of the industry book) .
All Filings in DE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,001 | 938 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $461,906 | 820 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $364,541 | 783 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $342,945 | 750 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $371,706 | 731 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $204,167 | 435 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||