Position in BEATW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$750
-$470 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 41 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEATW Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026NewEdge Advisors, LLC holds $6,085,745 across 10 Health Information Services names. BEATW ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
42,447 | $2,458,954 | |
| 2 | VEEV |
Veeva Systems Inc
|
10,822 | $1,920,580 | |
| 3 | HQY |
Healthequity, Inc.
|
17,474 | $1,578,251 | |
| 4 | TALK |
Talkspace, Inc.
|
11,791 | $61,313 | |
| 5 | DOCS |
Doximity, Inc.
|
1,082 | $22,440 | |
| 6 | TXG |
10x Genomics, Inc.
|
426 | $16,332 | |
| 7 | CCLD |
CareCloud, Inc.
|
7,102 | $15,056 | |
| 8 | TDOC |
Teladoc Health, Inc.
|
920 | $7,801 |
All Filings in BEATW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750 | 1,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,220 | 1,000 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $2,400 | 1,000 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,650 | 1,000 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,250 | 1,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,110 | 11,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,300 | 11,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $25,520 | 11,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $28,270 | 11,000 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $23,980 | 11,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,350 | 1,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,150 | 1,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,410 | 1,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,270 | 1,000 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||