Position in DOCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,025
+$7,812 QoQ
Shares Held
1,062
+74.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#257
of 354 holders
Holding Since
Jun 2021
21 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, 2026Larson Financial Group LLC holds $2,587,433 across 19 Health Information Services names. DOCS ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAY |
Waystar Holding Corp.
|
69,759 | $1,432,152 | |
| 2 | VEEV |
Veeva Systems Inc
|
3,716 | $659,478 | |
| 3 | TXG |
10x Genomics, Inc.
|
8,231 | $315,576 | |
| 4 | HQY |
Healthequity, Inc.
|
405 | $36,579 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
320 | $22,316 | |
| 6 | DOCS |
Doximity, Inc.
This page
|
1,062 | $22,025 | |
| 7 | CERT |
Certara, Inc.
|
3,188 | $20,881 | |
| 8 | SPOK |
Spok Holdings, Inc
|
2,000 | $20,480 |
All Filings in DOCS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,025 | 1,062 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,213 | 610 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,088 | 815 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $64,372 | 880 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $47,354 | 772 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $48,106 | 829 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $40,362 | 756 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $22,046 | 506 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,299 | 547 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $13,455 | 500 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $14,020 | 500 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $10,610 | 500 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $17,010 | 500 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $16,190 | 500 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $16,847 | 502 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $15,110 | 500 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $17,410 | 500 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $26,045 | 500 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $25,065 | 500 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $40,350 | 500 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $14,550 | 250 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||