Position in DHR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,277,518
-$65,590 QoQ
Shares Held
48,706
-1.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#479
of 2,098 holders
Holding Since
Dec 2022
15 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, 2026Compass Wealth Management LLC holds $10,783,644 across 4 Diagnostics & Research names. DHR ranks #1 (86.0% of the industry book) .
All Filings in DHR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,277,518 | 48,706 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,343,108 | 49,278 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,313,226 | 49,420 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,741,901 | 49,137 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,404,089 | 47,606 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,151,620 | 39,764 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,775,547 | 33,873 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,221,013 | 25,973 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,093,341 | 24,388 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,065,199 | 24,288 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $5,620,173 | 24,294 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $5,436,118 | 21,911 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,846,080 | 20,192 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,349,453 | 17,257 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,309,624 | 16,237 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||