Position in DE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,293,145
+$687,462 QoQ
Shares Held
6,768
+5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#697
of 2,638 holders
Holding Since
Sep 2020
24 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $24,445,511 across 4 Farm & Heavy Construction Machinery names. DE ranks #2 (17.6% of the industry book) .
All Filings in DE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,293,145 | 6,768 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,605,683 | 6,401 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,256,196 | 6,994 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $3,103,880 | 6,788 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,293,489 | 6,477 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $3,082,221 | 6,567 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $2,779,048 | 6,559 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $3,079,895 | 7,380 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $3,162,404 | 8,464 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,898,851 | 4,623 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,614,675 | 4,038 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,518,199 | 4,023 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,707,470 | 4,214 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $1,587,936 | 3,846 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $1,515,237 | 3,534 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $1,340,568 | 4,015 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $1,145,772 | 3,826 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $1,195,278 | 2,877 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $1,059,872 | 3,091 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $910,720 | 2,718 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $894,119 | 2,535 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $914,772 | 2,445 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $694,956 | 2,583 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $268,393 | 1,211 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||