Position in BAX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,233,989
+$1,898,548 QoQ
Shares Held
292,401
+13.3% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#4
of 119 holders
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Fiduciary Alliance LLC holds $9,441,905 across 3 Medical Instruments & Supplies names. BAX ranks #1 (66.0% of the industry book) .
All Filings in BAX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,233,989 | 292,401 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,335,441 | 258,062 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,521,717 | 131,958 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,109,754 | 92,655 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,913,756 | 63,202 | Shares | Sole | 2025-07-09 | |
| 2023-06-30 | $9,112 | 200 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||