Position in DHR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,817,068
+$244,535 QoQ
Shares Held
30,539
+3.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#594
of 2,098 holders
Holding Since
Mar 2020
25 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, 2026Heritage Trust Co holds $7,390,468 across 3 Diagnostics & Research names. DHR ranks #1 (78.7% of the industry book) .
All Filings in DHR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,817,068 | 30,539 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,572,533 | 29,391 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,891,636 | 30,105 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,927,775 | 29,899 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,782,785 | 29,274 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $5,930,035 | 28,927 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $6,839,671 | 29,796 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $7,746,598 | 31,005 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $7,678,889 | 30,750 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $7,113,935 | 30,751 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $7,444,736 | 30,007 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $7,290,241 | 30,376 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $7,347,973 | 29,154 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $7,730,356 | 29,125 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $7,763,680 | 30,058 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $7,593,177 | 29,951 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $8,927,204 | 30,434 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $15,746,087 | 47,859 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $14,646,302 | 48,109 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $13,311,460 | 49,603 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $11,559,432 | 51,357 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $11,693,891 | 52,642 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $11,826,353 | 54,922 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $11,098,205 | 62,762 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $8,773,948 | 63,391 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||