Position in IDXX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$391,671
+$54,537 QoQ
Shares Held
744
+24.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#833
of 1,286 holders
Holding Since
Mar 2025
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, 2026Triad Wealth Partners, LLC holds $1,365,353 across 4 Diagnostics & Research names. IDXX ranks #1 (28.7% of the industry book) .
All Filings in IDXX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,671 | 744 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $337,134 | 600 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $393,740 | 582 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $442,750 | 693 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $466,079 | 869 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $303,623 | 723 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||