Position in IDXX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$274,801
-$15,134 QoQ
Shares Held
522
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#928
of 1,286 holders
Holding Since
Jun 2021
6 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, 2026Montis Financial, LLC holds $1,046,882 across 3 Diagnostics & Research names. IDXX ranks #3 (26.2% of the industry book) .
All Filings in IDXX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,801 | 522 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $289,935 | 516 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $309,174 | 457 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $286,861 | 449 | Shares | Sole | 2025-10-28 | |
| 2021-12-31 | $212,682 | 323 | Shares | Sole | 2022-01-24 | |
| 2021-06-30 | $238,094 | 377 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||