Institute for Wealth Management, LLC.

Position in IDXX — Idexx Laboratories Inc /De

CIK 1533954 DENVER, CO

Position in IDXX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$214,787

-$15,026 QoQ

Shares Held

408

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,006

of 1,286 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $2,371,503 across 14 Diagnostics & Research names. IDXX ranks #6 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHR	Danaher Corp /De/	3,146	$599,250
2	TMO	Thermo Fisher Scientific Inc.	1,016	$509,381
3	RVTY	Revvity, Inc.	3,124	$347,576
4	LH	Labcorp Holdings Inc.	1,004	$281,120
5	ILMN	Illumina, Inc.	1,416	$248,975
6	IDXX	Idexx Laboratories Inc /De This page	408	$214,787
7	WAT	Waters Corp /De/	251	$94,135
8	DGX	Quest Diagnostics Inc	195	$41,330

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,787	408	-0.2%	Shares	Sole	2026-07-28
2026-03-31	$229,813	409	0.0%	Shares	Sole	2026-05-14
2025-12-31	$276,700	409	+0.2%	Shares	Sole	2026-01-27
2025-09-30	$260,667	408	0.0%	Shares	Sole	2025-10-17
2025-06-30	$218,826	408	-60.3%	Shares	Sole	2025-07-18
2024-09-30	$518,860	1,027	+43.6%	Shares	Sole	2024-11-12
2024-06-30	$348,348	715	+72.3%	Shares	Sole	2024-07-25
2024-03-31	$224,070	415	-0.2%	Shares	Sole	2024-04-30
2023-12-31	$230,900	416	-1.0%	Shares	Sole	2024-01-31
2023-06-30	$210,936	420	-2.6%	Shares	Sole	2023-07-25
2023-03-31	$215,534	431	+26.8%	Shares	Sole	2023-04-20
2021-12-31	$223,876	340	-5.0%	Shares	Sole	2022-01-21
2021-09-30	$222,640	358	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.