Position in DE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,543,324
+$177,322 QoQ
Shares Held
2,433
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,100
of 2,638 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $3,272,814 across 6 Farm & Heavy Construction Machinery names. DE ranks #2 (47.2% of the industry book) .
All Filings in DE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,543,324 | 2,433 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,366,002 | 2,425 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,128,076 | 2,423 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,107,940 | 2,423 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,273,767 | 2,505 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,173,844 | 2,501 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $733,001 | 1,730 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $721,563 | 1,729 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $655,720 | 1,755 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $739,332 | 1,800 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $751,355 | 1,879 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $698,907 | 1,852 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $753,248 | 1,859 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $800,987 | 1,940 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $886,246 | 2,067 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $677,796 | 2,030 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $615,710 | 2,056 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $811,808 | 1,954 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $630,231 | 1,838 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $625,575 | 1,867 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $648,633 | 1,839 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $662,976 | 1,772 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $462,227 | 1,718 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $380,760 | 1,718 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $240,125 | 1,528 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $223,957 | 1,621 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||