Deere & Company
MX ˙ BMV ˙ US2441991054
SecurityMX:DE / Deere & Company
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership4,808 shares
Latest Disclosed Value $ 2,708,347
Institute for Wealth Management, LLC. reports 18.02% decrease in ownership of DE / Deere & Company

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 4,808 shares of Deere & Company (MX:DE) valued at $2,708,347 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 5,865 shares of Deere & Company. This represents a change in shares of -18.02% 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)
2026-05-14 2026-03-31 13F DEERE COM 244199105 4,808 -1,057 -18.02 2,708 -0.81 0.2886
2026-01-27 2025-12-31 13F DEERE COM 244199105 5,865 1,151 24.42 2,731 26.68 0.2893
2025-10-17 2025-09-30 13F DEERE COM 244199105 4,714 -53 -1.11 2,156 -11.10 0.2245
2025-07-18 2025-06-30 13F DEERE COM 244199105 4,767 -35 -0.73 2,424 7.59 0.2703
2025-04-21 2025-03-31 13F DEERE COM 244199105 4,802 -11 -0.23 2,254 10.50 0.2892
2025-01-23 2024-12-31 13F DEERE COM 244199105 4,813 53 1.11 2,039 2.67 0.2554
2024-11-12 2024-09-30 13F DEERE COM 244199105 4,760 130 2.81 1,987 14.86 0.2507
2024-07-25 2024-06-30 13F DEERE COM 244199105 4,630 -80 -1.70 1,730 -10.60 0.2319
2024-04-30 2024-03-31 13F DEERE COM 244199105 4,710 19 0.41 1,935 3.15 0.2493
2024-01-31 2023-12-31 13F DEERE COM 244199105 4,691 -40 -0.85 1,876 5.04 0.3043
2023-10-13 2023-09-30 13F DEERE COM 244199105 4,731 0 0.00 1,785 -6.84 0.3220
2023-07-25 2023-06-30 13F DEERE COM 244199105 4,731 -63 -1.31 1,917 -3.18 0.3233
2023-04-20 2023-03-31 13F DEERE COM 244199105 4,794 -46 -0.95 1,979 -4.63 0.3780
2023-02-02 2022-12-31 13F DEERE COM 244199105 4,840 -21 -0.43 2,075 27.85 0.4362
2022-10-18 2022-09-30 13F DEERE COM 244199105 4,861 41 0.85 1,623 12.47 0.3642
2022-07-25 2022-06-30 13F DEERE COM 244199105 4,820 176 3.79 1,443 -25.19 0.2833
2022-04-29 2022-03-31 13F DEERE COM 244199105 4,644 44 0.96 1,929 22.32 0.3121
2022-01-21 2021-12-31 13F DEERE COM 244199105 4,600 241 5.53 1,577 7.94 0.2569
2021-11-15 2021-09-30 13F DEERE COM 244199105 4,359 232 5.62 1,461 0.34 0.2564
2021-07-21 2021-06-30 13F DEERE COM 244199105 4,127 -84 -1.99 1,456 -7.61 0.2556
2021-05-04 2021-03-31 13F DEERE COM 244199105 4,211 580 15.97 1,576 61.31 0.2996
2021-02-01 2020-12-31 13F DEERE COM 244199105 3,631 26 0.72 977 22.28 0.1942
2020-11-03 2020-09-30 13F DEERE COM 244199105 3,605 -244 -6.34 799 32.07 0.1824
2020-07-30 2020-06-30 13F DEERE COM 244199105 3,849 -44 -1.13 605 12.45 0.1481
2020-04-29 2020-03-31 13F DEERE COM 244199105 3,893 722 22.77 538 -2.00 0.1659
2020-02-27 2019-12-31 13F/A-1 DEERE COM 244199105 3,171 426 15.52 549 18.57 0.1240
2020-01-27 2019-12-31 13F DEERE COM 244199105 549 -2,196 549 127,488.8186
2019-10-28 2019-09-30 13F DEERE COM 244199105 2,745 0 0.00 463 1.76 0.1167
2019-08-02 2019-06-30 13F DEERE COM 244199105 2,745 -100 -3.51 455 0.00 0.1007
2019-05-15 2019-03-31 13F DEERE COM 244199105 2,845 2,845 455 0.0989
2018-05-15 2018-03-31 13F DEERE COM 244199105 0 -2,914 -100.00 0 -100.00
2018-02-12 2017-12-31 13F DEERE COM 244199105 2,914 2,914 459 0.1059
2017-11-14 2017-09-30 13F DEERE COM 244199105 0 -2,918 -100.00 0 -100.00
2017-08-14 2017-06-30 13F DEERE COM 244199105 2,918 2,918 355 0.0977
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.