BAKER TILLY WEALTH MANAGEMENT, LLC
Position in DH — Definitive Healthcare Corp.
CIK 1840565
MADISON, WI
Position in DH
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$49,920
-$23,978 QoQ
Shares Held
60,080
0.0% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#41
of 99 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DH Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $377,352 across 2 Health Information Services names. DH ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,845 | $327,432 | |
| 2 | DH |
Definitive Healthcare Corp.
This page
|
60,080 | $49,920 |
All Filings in DH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,920 | 60,080 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $73,898 | 60,080 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $172,429 | 60,080 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $243,924 | 60,080 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $234,312 | 60,080 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $173,631 | 60,080 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $207,144 | 50,400 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $266,514 | 59,623 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $325,541 | 59,623 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $483,271 | 59,885 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $595,962 | 59,956 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $400,067 | 50,071 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||