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Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

ILMN holding history

Illumina, Inc. in every 13F filed by Dougherty Wealth Advisers LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ILMN overviewAll 13F holders of ILMNFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of ILMN by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−120−100.0%Sold outHolders
Q4 2023120$16.7K<0.1%00.0%UnchangedHolders
Q3 2023120$16.5K<0.1%−29−19.5%ReducedHolders
Q2 2023149$27.9K<0.1%00.0%UnchangedHolders
Q1 2023149$34.6K0.1%−148−49.8%ReducedHolders
Q4 2022297$60.1K0.1%00.0%UnchangedHolders
Q3 2022297$57.0K0.1%00.0%UnchangedHolders
Q2 2022297$55.0K0.1%00.0%UnchangedHolders
Q1 2022297$104.0K0.2%00.0%UnchangedHolders
Q4 2021297$113.0K0.2%00.0%UnchangedHolders
Q3 2021297$120.0K0.2%00.0%UnchangedHolders
Q2 2021297$141.0K0.2%00.0%UnchangedHolders
Q1 2021297$114.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.