Position in DHR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$429,722
-$15,458 QoQ
Shares Held
2,256
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,444
of 2,098 holders
Holding Since
Mar 2023
11 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, 2026CM WEALTH ADVISORS LLC holds $1,591,844 across 3 Diagnostics & Research names. DHR ranks #2 (27.0% of the industry book) .
All Filings in DHR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,722 | 2,256 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $445,180 | 2,348 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $506,142 | 2,211 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $244,256 | 1,232 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $234,875 | 1,189 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $243,745 | 1,189 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $272,934 | 1,189 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $330,565 | 1,189 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $617,307 | 2,472 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $855,360 | 3,564 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,168,898 | 12,573 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||