Position in DH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$204
-$212 QoQ
Shares Held
246
-27.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 99 holders
Holding Since
Dec 2022
9 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, 2026True Wealth Design, LLC holds $214,787 across 24 Health Information Services names. DH ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
615 | $109,144 | |
| 2 | HQY |
Healthequity, Inc.
|
558 | $50,398 | |
| 3 | TDOC |
Teladoc Health, Inc.
|
2,578 | $21,861 | |
| 4 | PHR |
Phreesia, Inc.
|
806 | $8,293 | |
| 5 | WEAV |
Weave Communications, Inc.
|
893 | $5,349 | |
| 6 | HTFL |
Heartflow, Inc.
|
173 | $5,075 | |
| 7 | OMDA |
Omada Health, Inc.
|
106 | $2,326 | |
| 8 | SLP |
Simulations Plus, Inc.
|
100 | $1,831 |
All Filings in DH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204 | 246 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $416 | 339 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,254 | 437 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,118 | 768 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,995 | 768 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $52 | 18 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $287 | 70 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $773 | 173 | Shares | Sole | 2024-11-14 | |
| 2022-12-31 | $10,990 | 1,000 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||