Position in DE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$752,315
+$96,071 QoQ
Shares Held
1,186
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,513
of 2,638 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, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $131,079,174 across 3 Farm & Heavy Construction Machinery names. DE ranks #3 (0.6% of the industry book) .
All Filings in DE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,315 | 1,186 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $656,244 | 1,165 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $561,477 | 1,206 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||