Position in DHR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$224,194
+$17,910 QoQ
Shares Held
1,177
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,721
of 2,098 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DHR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Smith Salley Wealth Management holds $32,573,556 across 4 Diagnostics & Research names. DHR ranks #4 (0.7% of the industry book) .
All Filings in DHR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,194 | 1,177 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $206,284 | 1,088 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $251,583 | 1,099 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $240,885 | 1,215 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $322,977 | 1,635 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $305,040 | 1,488 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $295,660 | 1,288 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $360,313 | 1,296 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $210,373 | 842 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $221,501 | 887 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $299,122 | 1,293 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $303,426 | 1,223 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $297,360 | 1,239 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $359,913 | 1,428 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $594,805 | 2,241 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $655,023 | 2,536 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $442,138 | 1,744 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $643,565 | 2,194 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $742,245 | 2,256 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $665,505 | 2,186 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $586,634 | 2,186 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $314,436 | 1,397 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $267,900 | 1,206 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||