Position in DE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$759,927
+$48,480 QoQ
Shares Held
1,198
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,512
of 2,650 holders
Holding Since
Dec 2025
3 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, 2026Financial Planning Hawaii, Inc. holds $1,736,140 across 3 Farm & Heavy Construction Machinery names. DE ranks #1 (43.8% of the industry book) .
All Filings in DE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $759,927 | 1,198 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $711,447 | 1,263 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $588,014 | 1,263 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||