Position in DOCS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$10,411
-$7,809 QoQ
Shares Held
502
-35.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 85 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $12,640 across 7 Health Information Services names. DOCS ranks #1 (82.4% of the industry book) .
All Filings in DOCS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,411 | 502 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $18,220 | 782 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $34,626 | 782 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $57,203 | 782 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $47,967 | 782 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $43,870 | 756 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $40,362 | 756 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $54,723 | 1,256 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $35,130 | 1,256 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $26,910 | 1,000 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||