Position in HTFL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$367,630
+$62,313 QoQ
Shares Held
12,530
-0.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#122
of 191 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTFL Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Avior Wealth Management, LLC holds $569,039 across 2 Health Information Services names. HTFL ranks #1 (64.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTFL |
Heartflow, Inc.
This page
|
12,530 | $367,630 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
2,888 | $201,409 |
All Filings in HTFL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,630 | 12,530 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $305,317 | 12,549 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||