Deere & Company
MX ˙ BMV ˙ US2441991054
SecurityMX:DE / Deere & Company
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership379 shares
Latest Disclosed Value $ 213,491
Heritage Wealth Advisors reports 43.01% decrease in ownership of DE / Deere & Company

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 379 shares of Deere & Company (MX:DE) valued at $213,491 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 665 shares of Deere & Company. This represents a change in shares of -43.01% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F Deere COM 244199105 379 -286 -43.01 213 -31.07 0.0083
2026-02-13 2025-12-31 13F Deere COM 244199105 665 0 0.00 310 1.64 0.0118
2025-11-13 2025-09-30 13F Deere COM 244199105 665 0 0.00 304 -10.06 0.0133
2025-08-11 2025-06-30 13F Deere COM 244199105 665 0 0.00 338 8.33 0.0161
2025-05-08 2025-03-31 13F Deere COM 244199105 665 -2 -0.30 312 10.64 0.0158
2025-02-12 2024-12-31 13F Deere COM 244199105 667 2 0.30 283 1.81 0.0140
2024-11-12 2024-09-30 13F Deere COM 244199105 665 15 2.31 278 14.46 0.0130
2024-12-12 2024-06-30 13F/A-1 Deere COM 244199105 650 -10 -1.52 243 -10.70 0.0110
2024-08-06 2024-06-30 13F Deere COM 244199105 650 -10 243 0.0110
2024-12-12 2024-03-31 13F/A-1 Deere COM 244199105 660 10 1.54 271 4.63 0.0124
2024-05-08 2024-03-31 13F Deere COM 244199105 660 10 271 0.0124
2024-12-12 2023-12-31 13F/A-1 Deere COM 244199105 650 -284 -30.41 260 -26.42 0.0129
2024-02-12 2023-12-31 13F Deere COM 244199105 673 -261 269 0.0134
2024-12-12 2023-09-30 13F/A-1 Deere COM 244199105 934 -95 -9.23 352 -15.38 0.0192
2023-11-09 2023-09-30 13F Deere COM 244199105 934 -95 352 0.0192
2024-12-12 2023-06-30 13F/A-1 Deere COM 244199105 1,029 20 1.98 417 0.00 0.0221
2023-08-09 2023-06-30 13F Deere COM 244199105 1,029 20 417 0.0221
2023-05-04 2023-03-31 13F Deere COM 244199105 1,009 0 0.00 417 -3.70 0.0232
2024-12-12 2022-12-31 13F/A-1 Deere COM 244199105 1,009 0 0.00 433 28.57 0.0251
2023-02-07 2022-12-31 13F Deere COM 244199105 1,009 0 433 0.0251
2024-12-12 2022-09-30 13F/A-1 Deere COM 244199105 1,009 0 0.00 337 0.0244
2022-11-10 2022-09-30 13F Deere COM 244199105 1,009 0 0 0.0244
2022-08-04 2022-06-30 13F Deere COM 244199105 1,009 395 64.33 0 0.0210
2022-05-11 2022-03-31 13F Deere COM 244199105 614 0 0.00 0 0.0141
2022-03-28 2021-12-31 13F/A-1 Deere COM 244199105 614 0 0.00 0 -100.00 0.0116
2022-02-02 2021-12-31 13F Deere COM 244199105 614 0 211 0.0116
2021-11-02 2021-09-30 13F Deere COM 244199105 614 0 0.00 206 -5.09 0.0126
2021-08-09 2021-06-30 13F/A-1 Deere COM 244199105 614 -17 -2.69 217 -8.47 0.0133
2021-07-27 2021-06-30 13F Deere COM 244199105 614 -17 165 0.0103
2021-04-27 2021-03-31 13F Deere COM 244199105 631 17 2.77 236 43.03 0.0142
2021-02-01 2020-12-31 13F Deere COM 244199105 614 0 0.00 165 21.32 0.0103
2020-11-03 2020-09-30 13F Deere COM 244199105 614 75 13.91 136 61.90 0.0176
2020-07-17 2020-06-30 13F/A-1 Deere COM 244199105 539 0 0.00 85 13.51 0.0119
2020-07-17 2020-06-30 13F Deere COM 244199105 1,349 810 84 11,754.9101
2020-05-05 2020-03-31 13F Deere COM 244199105 539 -8 -1.46 74 -21.28 0.0133
2020-02-04 2019-12-31 13F Deere COM 244199105 547 8 1.48 95 4.44 0.0125
2019-10-30 2019-09-30 13F Deere COM 244199105 539 255 89.79 90 91.49 0.0133
2019-08-05 2019-06-30 13F Deere COM 244199105 284 284 47 0.0072
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.