Position in TEX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$9,751
+$944 QoQ
Shares Held
165
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TEX Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $396,554 across 3 Farm & Heavy Construction Machinery names. TEX ranks #2 (2.5% of the industry book) .
All Filings in TEX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,751 | 165 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,807 | 165 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,464 | 165 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $7,703 | 165 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,011 | 265 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $12,248 | 265 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $14,021 | 265 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,532 | 265 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $17,066 | 265 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $15,226 | 265 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||