Position in DOCS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$290
-$3,888 QoQ
Shares Held
14
-80.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#342
of 355 holders
Holding Since
Mar 2022
7 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, 2026WOLFF WIESE MAGANA LLC holds $29,287 across 5 Health Information Services names. DOCS ranks #5 (1.0% of the industry book) .
All Filings in DOCS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290 | 14 | Shares | Sole | 2026-07-13 | |
| 2025-03-31 | $4,178 | 72 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,844 | 72 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $9,062 | 208 | Shares | Sole | 2024-10-16 | |
| 2022-09-30 | $20,851 | 690 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $19,185 | 551 | Shares | Defined | 2022-07-15 | |
| 2022-03-31 | $22,034 | 423 | Shares | Defined | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||