Position in A
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$226,478
-$43,893 QoQ
Shares Held
1,987
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026AFFINITY WEALTH MANAGEMENT LLC holds $5,133,573 across 3 Diagnostics & Research names. A ranks #3 (4.4% of the industry book) .
All Filings in A
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,478 | 1,987 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $270,371 | 1,987 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $255,031 | 1,987 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $234,485 | 1,987 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $232,439 | 1,987 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $266,933 | 1,987 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $295,029 | 1,987 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $257,574 | 1,987 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $289,128 | 1,987 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $276,252 | 1,987 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $222,186 | 1,987 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $238,936 | 1,987 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $274,881 | 1,987 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $297,354 | 1,987 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $241,519 | 1,987 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $235,995 | 1,987 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $262,939 | 1,987 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $317,224 | 1,987 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $313,012 | 1,987 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $293,698 | 1,987 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $252,627 | 1,987 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $235,439 | 1,987 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $200,567 | 1,987 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||