Position in DOCS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,825
-$12,462 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 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 Mar 31, 2026JPL Wealth Management, LLC holds $40,326 across 9 Health Information Services names. DOCS ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
327 | $14,786 | |
| 2 | VEEV |
Veeva Systems Inc
|
71 | $12,471 | |
| 3 | DOCS |
Doximity, Inc.
This page
|
250 | $5,825 | |
| 4 | TXG |
10x Genomics, Inc.
|
190 | $4,033 | |
| 5 | HSTM |
Healthstream Inc
|
101 | $2,091 | |
| 6 | SPOK |
Spok Holdings, Inc
|
55 | $599 | |
| 7 | PHR |
Phreesia, Inc.
|
37 | $310 | |
| 8 | WAY |
Waystar Holding Corp.
|
7 | $168 |
All Filings in DOCS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,825 | 250 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $18,287 | 250 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||