Position in A
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$5,578
-$348 QoQ
Shares Held
42
-19.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,028
of 1,112 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Dogwood Wealth Management LLC holds $189,441 across 11 Diagnostics & Research names. A ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
387 | $73,715 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
126 | $63,171 | |
| 3 | GH |
Guardant Health, Inc.
|
99 | $14,852 | |
| 4 | NTRA |
Natera, Inc.
|
36 | $9,772 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
18 | $9,475 | |
| 6 | IQV |
Iqvia Holdings Inc.
|
40 | $7,728 | |
| 7 | A |
Agilent Technologies, Inc.
This page
|
42 | $5,578 | |
| 8 | ILMN |
Illumina, Inc.
|
15 | $2,637 |
All Filings in A
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,578 | 42 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $5,926 | 52 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,347 | 54 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,337 | 26 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,124 | 18 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $467 | 4 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $6 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $5 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $8 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||