Position in CDNA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$29,440
New position
Shares Held
1,033
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#186
of 225 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $29,553,018 across 33 Diagnostics & Research names. CDNA ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDXX |
Idexx Laboratories Inc /De
|
11,505 | $6,056,692 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
10,546 | $5,287,342 | |
| 3 | DHR |
Danaher Corp /De/
|
15,436 | $2,940,249 | |
| 4 | DGX |
Quest Diagnostics Inc
|
13,648 | $2,892,693 | |
| 5 | NTRA |
Natera, Inc.
|
8,682 | $2,356,728 | |
| 6 | ILMN |
Illumina, Inc.
|
11,851 | $2,083,761 | |
| 7 | A |
Agilent Technologies, Inc.
|
11,944 | $1,586,521 | |
| 8 | IQV |
Iqvia Holdings Inc.
|
6,300 | $1,217,286 |
All Filings in CDNA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,440 | 1,033 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||