Position in DGX
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$10,385
-$197 QoQ
Shares Held
49
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#992
of 1,090 holders
Holding Since
Sep 2025
4 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, 2026KERR FINANCIAL PLANNING Corp holds $74,835 across 4 Diagnostics & Research names. DGX ranks #3 (13.9% of the industry book) .
All Filings in DGX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,385 | 49 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $10,582 | 54 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,023 | 52 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,100 | 53 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||