Position in ILMN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$248,975
+$36,402 QoQ
Shares Held
1,416
-36.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#674
of 932 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ILMN Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,371,503 across 14 Diagnostics & Research names. ILMN ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
3,146 | $599,250 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
1,016 | $509,381 | |
| 3 | RVTY |
Revvity, Inc.
|
3,124 | $347,576 | |
| 4 | LH |
Labcorp Holdings Inc.
|
1,004 | $281,120 | |
| 5 | ILMN |
Illumina, Inc.
This page
|
1,416 | $248,975 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
408 | $214,787 | |
| 7 | WAT |
Waters Corp /De/
|
251 | $94,135 | |
| 8 | DGX |
Quest Diagnostics Inc
|
195 | $41,330 |
All Filings in ILMN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,975 | 1,416 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $212,573 | 2,228 | Shares | Sole | 2025-07-18 | |
| 2024-12-31 | $317,237 | 2,374 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $347,933 | 2,668 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $284,748 | 2,728 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $358,267 | 2,609 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $377,479 | 2,711 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $281,149 | 2,048 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $385,479 | 2,056 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $480,448 | 2,066 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $453,332 | 2,242 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $429,659 | 2,252 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $413,888 | 2,245 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $775,318 | 2,219 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $881,479 | 2,317 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $941,015 | 2,320 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,097,847 | 2,320 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $912,910 | 2,377 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $915,750 | 2,475 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $765,591 | 2,477 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $898,468 | 2,426 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $651,117 | 2,384 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||