Position in DOCS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,185
-$640 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#292
of 358 holders
Holding Since
Sep 2025
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, 2026JPL Wealth Management, LLC holds $36,764 across 16 Health Information Services names. DOCS ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
327 | $18,943 | |
| 2 | VEEV |
Veeva Systems Inc
|
41 | $7,275 | |
| 3 | DOCS |
Doximity, Inc.
This page
|
250 | $5,185 | |
| 4 | HSTM |
Healthstream Inc
|
103 | $2,806 | |
| 5 | HQY |
Healthequity, Inc.
|
12 | $1,083 | |
| 6 | OMCL |
Omnicell, Inc.
|
17 | $705 | |
| 7 | SDGR |
Schrodinger, Inc.
|
21 | $341 | |
| 8 | CTEV |
Claritev Corp
|
5 | $170 |
All Filings in DOCS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,185 | 250 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||