Position in DHR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$376,007
+$24,110 QoQ
Shares Held
1,974
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,504
of 2,098 holders
Holding Since
Sep 2024
8 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, 2026Montis Financial, LLC holds $1,046,882 across 3 Diagnostics & Research names. DHR ranks #2 (35.9% of the industry book) .
All Filings in DHR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,007 | 1,974 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $351,897 | 1,856 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $424,875 | 1,856 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $282,123 | 1,423 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $346,880 | 1,756 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $359,980 | 1,756 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $351,900 | 1,533 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $331,121 | 1,191 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||