Position in EW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,047,888
+$120,242 QoQ
Shares Held
11,584
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#586
of 1,315 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Partners in Financial Planning holds $1,301,869 across 2 Medical Devices names. EW ranks #1 (80.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EW |
Edwards Lifesciences Corp
This page
|
11,584 | $1,047,888 | |
| 2 | ABT |
Abbott Laboratories
|
2,799 | $253,981 |
All Filings in EW
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,047,888 | 11,584 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $927,646 | 11,584 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $987,536 | 11,584 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $900,887 | 11,584 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $905,984 | 11,584 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $839,608 | 11,584 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $857,563 | 11,584 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $764,428 | 11,584 | Shares | Sole | 2025-02-26 | |
| 2024-06-30 | $1,070,014 | 11,584 | Shares | Sole | 2025-02-26 | |
| 2024-03-31 | $1,106,967 | 11,584 | Shares | Sole | 2025-02-26 | |
| 2023-12-31 | $883,280 | 11,584 | Shares | Sole | 2025-02-26 | |
| 2023-09-30 | $802,539 | 11,584 | Shares | Sole | 2025-03-04 | |
| 2023-06-30 | $1,092,718 | 11,584 | Shares | Sole | 2025-02-26 | |
| 2023-03-31 | $958,344 | 11,584 | Shares | Sole | 2025-02-26 | |
| 2022-12-31 | $864,282 | 11,584 | Shares | Sole | 2025-05-05 | |
| 2022-09-30 | $957,185 | 11,584 | Shares | Sole | 2025-05-05 | |
| 2022-06-30 | $1,101,522 | 11,584 | Shares | Sole | 2025-05-05 | |
| 2022-03-31 | $1,363,668 | 11,584 | Shares | Sole | 2025-05-05 | |
| 2021-12-31 | $1,500,707 | 11,584 | Shares | Sole | 2025-05-05 | |
| 2021-09-30 | $1,311,424 | 11,584 | Shares | Sole | 2025-05-05 | |
| 2021-06-30 | $1,199,754 | 11,584 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||