Position in DHR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,034,065
-$896,853 QoQ
Shares Held
42,178
-10.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#521
of 2,098 holders
Holding Since
Mar 2020
26 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, 2026Live Oak Private Wealth LLC holds $25,900,596 across 5 Diagnostics & Research names. DHR ranks #2 (31.0% of the industry book) .
All Filings in DHR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,034,065 | 42,178 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,930,918 | 47,104 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $10,771,601 | 47,054 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,387,214 | 47,348 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,106,989 | 46,102 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,328,730 | 45,506 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $10,051,764 | 43,789 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $11,576,196 | 41,638 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $10,235,604 | 40,967 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $10,104,170 | 40,462 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $8,885,075 | 38,407 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $8,470,381 | 34,141 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $8,060,641 | 33,586 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $8,146,436 | 32,322 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $8,403,727 | 31,662 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,980,446 | 23,154 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $5,603,299 | 22,102 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $5,277,006 | 17,990 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,904,309 | 5,788 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,695,426 | 5,569 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,465,782 | 5,462 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,142,956 | 5,078 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $774,602 | 3,487 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $664,939 | 3,088 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $495,477 | 2,802 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $345,194 | 2,494 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||