Position in IDXX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$78,966
-$73,868 QoQ
Shares Held
150
-44.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,074
of 1,286 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IDXX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Heritage Wealth Advisors holds $906,140 across 7 Diagnostics & Research names. IDXX ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
745 | $373,513 | |
| 2 | DHR |
Danaher Corp /De/
|
1,569 | $298,863 | |
| 3 | DGX |
Quest Diagnostics Inc
|
590 | $125,050 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
This page
|
150 | $78,966 | |
| 5 | A |
Agilent Technologies, Inc.
|
116 | $15,408 | |
| 6 | MTD |
Mettler Toledo International Inc/
|
6 | $7,665 | |
| 7 | RVTY |
Revvity, Inc.
|
60 | $6,675 |
All Filings in IDXX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,966 | 150 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $152,834 | 272 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $88,625 | 131 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $83,694 | 131 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $70,260 | 131 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $55,013 | 131 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $67,804 | 164 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $82,856 | 164 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $79,900 | 164 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $106,906 | 198 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $109,899 | 198 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $86,579 | 198 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $99,441 | 198 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $116,518 | 233 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $95,054 | 233 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $26,064 | 80 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $28,058 | 80 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $43,764 | 80 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $52,676 | 80 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $49,752 | 80 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $50,524 | 80 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $39,144 | 80 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||