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Waterloo Capital, L.P.: DGX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on DGX, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 26,666 DGX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,666 shares
    Change vs previous 13F +1,847 shares

    0.32% of the 13F portfolio, value $5,651,863.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 24,819 shares
    Change vs previous 13F -1,511 shares

    0.34% of the 13F portfolio, value $4,863,989.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 26,330 shares
    Change vs previous 13F +551 shares

    0.33% of the 13F portfolio, value $4,568,972.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 25,779 shares
    Change vs previous 13F +3,499 shares

    0.37% of the 13F portfolio, value $4,912,906.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 22,280 shares
    Change vs previous 13F +1,935 shares

    0.32% of the 13F portfolio, value $4,002,228.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 20,345 shares
    Change vs previous 13F +2,997 shares

    0.32% of the 13F portfolio, value $3,442,337.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 17,348 shares
    Change vs previous 13F +1,528 shares

    0.28% of the 13F portfolio, value $2,617,158.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 15,820 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,456,045.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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