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NAPLES GLOBAL ADVISORS, LLC: DGX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NAPLES GLOBAL ADVISORS, LLC on DGX, newest first. How the timeline and the estimate are built.

NAPLES GLOBAL ADVISORS, LLC held 9,370 DGX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,370 shares
    Change vs previous 13F +45 shares

    0.12% of the 13F portfolio, value $1,986,021.

    13F-HR 0001582151-26-000007 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,325 shares
    Change vs previous 13F +88 shares

    0.13% of the 13F portfolio, value $1,827,560.

    13F-HR 0001582151-26-000002 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,237 shares
    Change vs previous 13F -150 shares

    0.12% of the 13F portfolio, value $1,602,938.

    13F-HR 0001582151-26-000001 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,387 shares
    Change vs previous 13F +26 shares

    0.14% of the 13F portfolio, value $1,789,019.

    13F-HR 0001582151-25-000008 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,361 shares
    Change vs previous 13F +55 shares

    0.14% of the 13F portfolio, value $1,681,559.

    13F-HR 0001582151-25-000003 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,306 shares
    Change vs previous 13F +1,300 shares

    0.15% of the 13F portfolio, value $1,574,615.

    13F-HR 0001582151-25-000002 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,006 shares
    Change vs previous 13F +100 shares

    0.11% of the 13F portfolio, value $1,207,821.

    13F-HR 0001582151-25-000001 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,906 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,227,443.

    13F-HR 0001582151-24-000006 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).