Position in DE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,940,457
+$386,598 QoQ
Shares Held
6,212
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#731
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, 2026PDS Planning, Inc holds $7,457,040 across 3 Farm & Heavy Construction Machinery names. DE ranks #1 (52.8% 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 | $3,940,457 | 6,212 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,553,859 | 6,309 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,910,743 | 6,252 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,983,164 | 6,524 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,300,608 | 6,491 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,985,535 | 6,361 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,674,394 | 6,312 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,606,643 | 6,246 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,427,847 | 6,498 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,617,646 | 6,373 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,475,995 | 6,192 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,394,853 | 6,346 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,573,361 | 6,351 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,632,110 | 6,375 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,503,100 | 5,838 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,900,501 | 5,692 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,795,023 | 5,994 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,491,929 | 5,998 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,998,705 | 5,829 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,945,416 | 5,806 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,036,900 | 5,775 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,124,741 | 5,679 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,502,644 | 5,585 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,230,933 | 5,554 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $844,366 | 5,373 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $732,938 | 5,305 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||