Position in DHR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$682,680
+$170,002 QoQ
Shares Held
3,584
+32.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,222
of 2,098 holders
Holding Since
Jun 2024
9 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, 2026SAX WEALTH ADVISORS, LLC holds $3,603,215 across 5 Diagnostics & Research names. DHR ranks #3 (18.9% of the industry book) .
All Filings in DHR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,680 | 3,584 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $512,678 | 2,704 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $628,385 | 2,745 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $610,442 | 3,079 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $611,583 | 3,096 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $695,565 | 3,393 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $748,333 | 3,260 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $493,485 | 1,775 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $450,229 | 1,802 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||