Position in AMWL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$263
-$62 QoQ
Shares Held
50
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMWL Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Advisory Services Network, LLC holds $1,217,452 across 27 Health Information Services names. AMWL ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
3,708 | $651,346 | |
| 2 | HQY |
Healthequity, Inc.
|
1,962 | $163,962 | |
| 3 | TEM |
Tempus AI, Inc.
|
3,429 | $155,059 | |
| 4 | NRC |
Nrc Health
|
7,900 | $134,141 | |
| 5 | DOCS |
Doximity, Inc.
|
1,557 | $36,276 | |
| 6 | HSTM |
Healthstream Inc
|
1,177 | $24,374 | |
| 7 | OMCL |
Omnicell, Inc.
|
427 | $14,253 | |
| 8 | OMDA |
Omada Health, Inc.
|
724 | $9,100 |
All Filings in AMWL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $263 | 50 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $325 | 53 | Shares | Sole | 2025-11-18 | |
| No filing history on record for this holder in this stock. | ||||||