Position in FSS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$720,957
+$97,098 QoQ
Shares Held
5,611
-2.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#255
of 467 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FSS Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026HB Wealth Management, LLC holds $64,345,545 across 6 Farm & Heavy Construction Machinery names. FSS ranks #5 (1.1% of the industry book) .
All Filings in FSS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $720,957 | 5,611 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $623,859 | 5,769 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $579,110 | 5,333 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $614,107 | 5,161 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $555,299 | 5,218 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $378,120 | 5,141 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $402,728 | 4,359 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $557,021 | 5,960 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $498,505 | 5,958 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $505,146 | 5,952 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $456,756 | 5,952 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $355,512 | 5,952 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $378,801 | 5,916 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $320,706 | 5,916 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $277,193 | 5,965 | Shares | Sole | 2023-01-20 | |
| 2021-12-31 | $219,993 | 5,076 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||