Position in DGX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$332,337
+$24,061 QoQ
Shares Held
1,568
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#721
of 1,090 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DGX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $3,551,731 across 6 Diagnostics & Research names. DGX ranks #5 (9.4% of the industry book) .
All Filings in DGX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,337 | 1,568 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $308,276 | 1,573 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $271,921 | 1,567 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $330,465 | 1,734 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $323,154 | 1,799 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $786,441 | 4,648 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $678,115 | 4,495 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $725,949 | 4,676 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $642,925 | 4,697 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $615,633 | 4,625 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $494,264 | 4,056 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $597,661 | 4,252 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $560,685 | 3,963 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $580,548 | 3,711 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $446,836 | 3,642 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $483,116 | 3,633 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $470,387 | 3,437 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $612,455 | 3,540 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $499,285 | 3,436 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $449,885 | 3,409 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $368,977 | 2,875 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $287,199 | 2,410 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $265,616 | 2,320 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||