Deere & Company
MX ˙ BMV ˙ US2441991054
SecurityMX:DE / Deere & Company
InstitutionSOA Wealth Advisors, LLC.
Latest Disclosed Ownership829 shares
Latest Disclosed Value $ 467,097
SOA Wealth Advisors, LLC. reports 9.80% increase in ownership of DE / Deere & Company

On May 20, 2026 - SOA Wealth Advisors, LLC. filed a 13F-HR form disclosing ownership of 829 shares of Deere & Company (MX:DE) valued at $467,097 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 755 shares of Deere & Company. This represents a change in shares of 9.80% 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)
2026-05-20 2026-03-31 13F DEERE & CO COM Stock 244199105 829 74 9.80 467 33.05 0.0882
2026-01-20 2025-12-31 13F DEERE & CO COM Stock 244199105 755 -49 -6.09 352 -4.36 0.0594
2025-10-21 2025-09-30 13F DEERE & CO COM Stock 244199105 804 -30 -3.60 368 -13.24 0.0630
2025-07-18 2025-06-30 13F DEERE & CO COM Stock 244199105 834 -539 -39.26 424 -34.32 0.0796
2025-04-14 2025-03-31 13F DEERE & CO COM Stock 244199105 1,373 -12 -0.87 644 9.90 0.1345
2025-02-06 2024-12-31 13F/A-1 DEERE & CO COM Stock 244199105 1,385 -56 -3.89 587 -2.50 0.1081
2025-01-28 2024-12-31 13F DEERE & CO COM Stock 244199105 1,385 -56 587 0.1081
2024-11-20 2024-09-30 13F/A-1 DEERE & CO COM Stock 244199105 1,441 -20 -1.37 602 10.28 0.1147
2024-10-09 2024-09-30 13F DEERE & CO COM Stock 244199105 1,441 -20 602 0.1147
2024-07-17 2024-06-30 13F DEERE & CO COM Stock 244199105 1,461 784 115.81 546 96.75 0.1098
2024-04-10 2024-03-31 13F DEERE & CO COM Stock 244199105 677 44 6.95 278 9.92 0.0576
2024-02-13 2023-12-31 13F/A-1 DEERE & CO COM Stock 244199105 633 -76 -10.72 253 -5.62 0.0563
2024-01-10 2023-12-31 13F DEERE & CO COM Stock 244199105 633 -76 253 0.0563
2023-10-10 2023-09-30 13F DEERE & CO COM Stock 244199105 709 0 0.00 268 -6.97 0.0666
2023-07-07 2023-06-30 13F DEERE & CO COM Stock 244199105 709 66 10.26 287 8.30 0.0673
2023-04-28 2023-03-31 13F DEERE & CO COM Stock 244199105 643 58 9.91 266 6.00 0.0654
2023-01-10 2022-12-31 13F DEERE & CO COM Stock 244199105 585 52 9.76 251 41.24 0.0675
2022-10-07 2022-09-30 13F DEERE & CO COM Stock 244199105 533 83 18.44 177 32.09 0.0533
2022-07-13 2022-06-30 13F DEERE & CO COM Stock 244199105 450 0 0.00 134 -27.96 0.0395
2022-04-07 2022-03-31 13F DEERE & CO COM Stock 244199105 450 0 0.00 186 21.57 0.0454
2022-01-13 2021-12-31 13F DEERE & CO COM Stock 244199105 450 0 0.00 153 2.00 0.0371
2021-10-12 2021-09-30 13F DEERE & CO COM Stock 244199105 450 -1 -0.22 150 -5.66 0.0384
2021-07-14 2021-06-30 13F DEERE & CO COM Stock 244199105 451 97 27.40 159 20.45 0.0409
2021-04-26 2021-03-31 13F DEERE & CO COM Stock 244199105 354 -2 -0.56 132 18.92 0.0369
2021-03-10 2020-12-31 13F DEERE & CO COM Stock 244199105 356 356 111 0.0302
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.