Position in RVTY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$347,576
+$58,989 QoQ
Shares Held
3,124
-5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#319
of 542 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RVTY 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. RVTY ranks #3 (14.7% 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.
This page
|
3,124 | $347,576 | |
| 4 | LH |
Labcorp Holdings Inc.
|
1,004 | $281,120 | |
| 5 | ILMN |
Illumina, Inc.
|
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 RVTY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,576 | 3,124 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $288,587 | 3,294 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $318,694 | 3,294 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $306,775 | 3,500 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $393,940 | 4,073 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $434,626 | 4,108 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $467,757 | 4,191 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $559,672 | 4,381 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $463,586 | 4,421 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $475,650 | 4,530 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $495,064 | 4,529 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $558,260 | 5,043 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $619,846 | 5,218 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $698,282 | 5,240 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $791,682 | 5,646 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $693,221 | 5,761 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $819,329 | 5,761 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,005,064 | 5,761 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,181,026 | 5,874 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,017,905 | 5,874 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $913,952 | 5,919 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $800,529 | 6,240 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $895,440 | 6,240 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $798,871 | 6,365 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $627,579 | 6,398 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $480,888 | 6,388 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||