Position in DH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$145
-$14 QoQ
Shares Held
175
+34.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 99 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DH Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026IFP Advisors, Inc holds $806,893 across 27 Health Information Services names. DH ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
2,355 | $417,941 | |
| 2 | TEM |
Tempus AI, Inc.
|
2,559 | $148,242 | |
| 3 | HQY |
Healthequity, Inc.
|
614 | $55,456 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
606 | $42,262 | |
| 5 | HNGE |
Hinge Health, Inc.
|
324 | $26,892 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
844 | $21,716 | |
| 7 | WAY |
Waystar Holding Corp.
|
839 | $17,224 | |
| 8 | SDGR |
Schrodinger, Inc.
|
900 | $14,625 |
All Filings in DH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145 | 175 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $159 | 130 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $272 | 95 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $552 | 136 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $425 | 109 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $118 | 41 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $435 | 106 | Shares | Sole | 2025-02-04 | |
| 2023-06-30 | $517 | 47 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $485 | 47 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2 | 47 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||