Position in IDXX
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$9,475
-$6,819 QoQ
Shares Held
18
-37.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,176
of 1,279 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IDXX Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Dogwood Wealth Management LLC holds $189,441 across 11 Diagnostics & Research names. IDXX ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
387 | $73,715 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
126 | $63,171 | |
| 3 | GH |
Guardant Health, Inc.
|
99 | $14,852 | |
| 4 | NTRA |
Natera, Inc.
|
36 | $9,772 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
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|
18 | $9,475 | |
| 6 | IQV |
Iqvia Holdings Inc.
|
40 | $7,728 | |
| 7 | A |
Agilent Technologies, Inc.
|
42 | $5,578 | |
| 8 | ILMN |
Illumina, Inc.
|
15 | $2,637 |
All Filings in IDXX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,475 | 18 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $16,294 | 29 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,147 | 15 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,388 | 10 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,363 | 10 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,679 | 4 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $616,025 | 1,490 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $644,155 | 1,275 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $529,586 | 1,087 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $374,171 | 693 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $7 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||