Position in BAX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$502,448
+$228,340 QoQ
Shares Held
23,567
+44.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#286
of 682 holders
Holding Since
Dec 2024
7 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, 2026NEW WAVE WEALTH ADVISORS LLC holds $1,283,668 across 3 Medical Instruments & Supplies names. BAX ranks #1 (39.1% of the industry book) .
All Filings in BAX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,448 | 23,567 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $274,108 | 16,316 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $260,163 | 13,614 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $162,076 | 7,118 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $215,533 | 7,118 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $243,717 | 7,120 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $238,849 | 8,191 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||