Pinnacle Wealth Planning Services, Inc.
Position in IDXX — Idexx Laboratories Inc /De
CIK 1726752
MANSFIELD, OH
Position in IDXX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$273,222
-$12,218 QoQ
Shares Held
519
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#930
of 1,286 holders
Holding Since
Dec 2020
18 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,475,210 across 24 Diagnostics & Research names. IDXX ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
2,216 | $1,111,013 | |
| 2 | DHR |
Danaher Corp /De/
|
3,437 | $654,679 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
This page
|
519 | $273,222 | |
| 4 | GH |
Guardant Health, Inc.
|
1,602 | $240,348 | |
| 5 | VCYT |
Veracyte, Inc.
|
2,870 | $168,555 | |
| 6 | DGX |
Quest Diagnostics Inc
|
699 | $148,153 | |
| 7 | A |
Agilent Technologies, Inc.
|
1,106 | $146,909 | |
| 8 | MTD |
Mettler Toledo International Inc/
|
97 | $123,918 |
All Filings in IDXX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,222 | 519 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $285,440 | 508 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $342,324 | 506 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $325,195 | 509 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $272,997 | 509 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $251,599 | 498 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $242,138 | 497 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $268,885 | 498 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $276,414 | 498 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $221,695 | 507 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $255,132 | 508 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $253,540 | 507 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $206,834 | 507 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $236,876 | 433 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $256,140 | 389 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $219,530 | 353 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $223,568 | 354 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $149,960 | 300 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||