DE β€” DEERE & CO

Ownership history in ORG Wealth Partners, LLC  Β·  3 quarters on record

AI Ownership Summary

ORG Wealth Partners, LLC reported DEERE & CO (DE) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.04% in 2025 Q2. The latest visible filing shows DE at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ORG Wealth Partners, LLC's position in DEERE & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DE was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ORG Wealth Partners, LLC held DE β€” position size vs. price
% of Fund (quarterly)    DE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 203 -100 -33.0% 0.02% $93K 2025-10-24 $469.76
2025 Q2 ADDED 303 +171 +129.5% 0.04% $154K 2025-07-16 $502.75
2024 Q3 INITIATED 132 β€” β€” 0.02% $55K 2024-10-11 $402.81

FAQ About ORG Wealth Partners, LLC and DE

These are the practical questions this page is built to answer before you even open the full history table.

How long has ORG Wealth Partners, LLC reported owning DE?

ORG Wealth Partners, LLC reported DE across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported DE position in ORG Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for DE was 0.04% in 2025 Q2.

What is the latest reported DE position on this page?

The most recent filing on this page is 2025 Q3, when ORG Wealth Partners, LLC reported 203 shares, equal to 0.02% of portfolio, with an estimated market value of $93K.

What does the chart on this DE ownership page compare?

The chart compares ORG Wealth Partners, LLC's quarterly DE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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