Position in DHR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$404,198
+$150,703 QoQ
Shares Held
2,122
+58.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,478
of 2,098 holders
Holding Since
Dec 2021
19 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, 2026Confluence Wealth Services, Inc. holds $3,219,080 across 3 Diagnostics & Research names. DHR ranks #2 (12.6% of the industry book) .
All Filings in DHR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,198 | 2,122 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $253,495 | 1,337 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $321,403 | 1,404 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $370,944 | 1,871 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $300,458 | 1,521 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $434,805 | 2,121 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $666,613 | 2,904 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $774,007 | 2,784 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $842,993 | 3,374 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $650,021 | 2,603 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $446,486 | 1,930 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $462,458 | 1,864 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $386,880 | 1,612 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $403,263 | 1,600 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $453,602 | 1,709 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $414,813 | 1,606 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,019,150 | 4,020 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,139,000 | 3,883 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,308,801 | 3,978 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||