Position in ICLR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$774
-$1,959 QoQ
Shares Held
7
-53.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ICLR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Golden State Wealth Management, LLC holds $997,912 across 11 Diagnostics & Research names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
1,488 | $746,023 | |
| 2 | NTRA |
Natera, Inc.
|
500 | $135,725 | |
| 3 | ILMN |
Illumina, Inc.
|
212 | $37,275 | |
| 4 | WAT |
Waters Corp /De/
|
56 | $21,002 | |
| 5 | DGX |
Quest Diagnostics Inc
|
81 | $17,167 | |
| 6 | LH |
Labcorp Holdings Inc.
|
37 | $10,360 | |
| 7 | IQV |
Iqvia Holdings Inc.
|
44 | $8,501 | |
| 8 | IDXX |
Idexx Laboratories Inc /De
|
16 | $8,423 |
All Filings in ICLR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $774 | 7 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,733 | 15 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,450 | 14 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,018 | 7 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $699 | 4 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $838 | 4 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||