Position in DOCS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,219
-$274 QoQ
Shares Held
107
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#302
of 355 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $33,452 across 5 Health Information Services names. DOCS ranks #4 (6.6% 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 | $2,219 | 107 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,493 | 107 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,737 | 107 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||