Position in DE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$156,045
+$34,373 QoQ
Shares Held
246
+13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,400
of 2,638 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Medallion Wealth Advisors, LLC holds $1,225,857 across 5 Farm & Heavy Construction Machinery names. DE ranks #2 (12.7% 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 | $156,045 | 246 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $121,672 | 216 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $113,132 | 243 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $122,545 | 268 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $136,274 | 268 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $132,355 | 282 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $95,331 | 225 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||