Position in BAX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,321
+$280 QoQ
Shares Held
62
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#632
of 682 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $201,992 across 21 Medical Instruments & Supplies names. BAX ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
284 | $112,941 | |
| 2 | BDX |
Becton Dickinson & Co
|
169 | $25,574 | |
| 3 | RMD |
Resmed Inc
|
63 | $12,277 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
33 | $11,847 | |
| 5 | COO |
Cooper Companies, Inc.
|
83 | $5,951 | |
| 6 | ATR |
Aptargroup, Inc.
|
41 | $5,133 | |
| 7 | NVST |
Envista Holdings Corp
|
182 | $4,795 | |
| 8 | ALC |
Alcon Inc
|
56 | $3,757 |
All Filings in BAX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,321 | 62 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,041 | 62 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,184 | 62 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $113 | 5 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,724 | 123 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,985 | 58 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $583 | 20 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,847 | 154 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,177 | 95 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,222 | 52 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,010 | 52 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,962 | 52 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $6,241 | 137 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $851 | 21 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $6,065 | 119 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,863 | 146 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,862 | 29 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $8,606 | 111 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,261 | 38 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||