Position in DHR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$533,344
-$7,774 QoQ
Shares Held
2,800
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,329
of 2,094 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DHR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $3,588,104 across 4 Diagnostics & Research names. DHR ranks #2 (14.9% of the industry book) .
All Filings in DHR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,344 | 2,800 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $541,118 | 2,854 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $873,329 | 3,815 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $749,621 | 3,781 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $762,504 | 3,860 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $500,200 | 2,440 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $590,402 | 2,572 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $541,026 | 1,946 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $588,396 | 2,355 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $738,422 | 2,957 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $808,070 | 3,493 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $994,384 | 4,008 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,023,680 | 8,432 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,135,786 | 8,474 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,050,634 | 7,726 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,116,686 | 8,195 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,408,810 | 5,557 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,173,613 | 4,001 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,321,962 | 4,018 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,103,594 | 3,625 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $962,338 | 3,586 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||