Position in DOCS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,444
-$1,536 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#267
of 355 holders
Holding Since
Jun 2022
15 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $14,573 across 2 Health Information Services names. DOCS ranks #1 (85.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCS |
Doximity, Inc.
This page
|
600 | $12,444 | |
| 2 | VEEV |
Veeva Systems Inc
|
12 | $2,129 |
All Filings in DOCS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,444 | 600 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $13,980 | 600 | Shares | Sole | 2026-04-13 | |
| 2025-06-30 | $130,654 | 2,130 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $123,603 | 2,130 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $191,136 | 3,580 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $183,255 | 4,206 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $117,921 | 4,216 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $96,768 | 3,596 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $92,560 | 3,301 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $60,010 | 2,828 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $94,167 | 2,768 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $91,570 | 2,828 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $101,015 | 3,010 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $90,660 | 3,000 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $104,460 | 3,000 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||