Position in DHR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$461,914
+$55,791 QoQ
Shares Held
2,425
+13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,398
of 2,098 holders
Holding Since
Sep 2020
24 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, 2026Legacy Financial Advisors, Inc. holds $3,551,731 across 6 Diagnostics & Research names. DHR ranks #3 (13.0% of the industry book) .
All Filings in DHR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,914 | 2,425 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $406,123 | 2,142 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $559,022 | 2,442 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $353,695 | 1,784 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $403,179 | 2,041 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $352,600 | 1,720 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $579,154 | 2,523 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $753,156 | 2,709 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $645,862 | 2,585 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $613,811 | 2,458 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $549,895 | 2,377 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $576,088 | 2,322 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $462,720 | 1,928 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $447,623 | 1,776 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $436,350 | 1,644 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $433,668 | 1,679 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $371,660 | 1,466 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $455,248 | 1,552 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $499,766 | 1,519 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $429,869 | 1,412 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $298,147 | 1,111 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $250,739 | 1,114 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $245,908 | 1,107 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $206,716 | 960 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||