Position in DOCS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,160,817
+$495,441 QoQ
Shares Held
55,970
+126.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#140
of 355 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026RFG Advisory, LLC holds $5,736,783 across 3 Health Information Services names. DOCS ranks #3 (20.2% of the industry book) .
All Filings in DOCS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,160,817 | 55,970 | Shares | Sole | 2026-07-15 | |
| 2024-03-31 | $665,376 | 24,726 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $654,033 | 23,325 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||