Position in DHR
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$54,984
-$11,402 QoQ
Shares Held
290
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Asset Planning,Inc holds $240,151 across 1 Diagnostics & Research name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
479 | $240,151 |
All Filings in DHR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,984 | 290 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $66,386 | 290 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $57,495 | 290 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $57,286 | 290 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $59,450 | 290 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $66,569 | 290 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||