Position in DHR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$362,292
-$21,648 QoQ
Shares Held
1,902
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,519
of 2,098 holders
Holding Since
Mar 2022
17 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, 2026WealthPlan Investment Management, LLC holds $2,800,405 across 2 Diagnostics & Research names. DHR ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
4,863 | $2,438,113 | |
| 2 | DHR |
Danaher Corp /De/
This page
|
1,902 | $362,292 |
All Filings in DHR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,292 | 1,902 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $383,940 | 2,025 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $430,827 | 1,882 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $442,714 | 2,233 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $457,107 | 2,314 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,144,895 | 20,219 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,896,680 | 25,688 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,349,736 | 26,436 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,145,410 | 20,594 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,885,272 | 19,563 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $4,306,162 | 18,614 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $4,532,290 | 18,268 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,728,240 | 7,201 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $4,327,274 | 17,169 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,547,482 | 28,436 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $7,694,717 | 29,791 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $9,765,541 | 33,292 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||