Position in HTFL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,757
+$4,274 QoQ
Shares Held
503
+16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#164
of 191 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTFL Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $9,013,345 across 32 Health Information Services names. HTFL ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
83,393 | $7,532,051 | |
| 2 | VEEV |
Veeva Systems Inc
|
2,350 | $417,051 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
4,624 | $322,474 | |
| 4 | TXG |
10x Genomics, Inc.
|
5,797 | $222,253 | |
| 5 | WAY |
Waystar Holding Corp.
|
6,714 | $137,835 | |
| 6 | PHR |
Phreesia, Inc.
|
4,932 | $50,749 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
5,889 | $49,936 | |
| 8 | SDGR |
Schrodinger, Inc.
|
2,581 | $41,939 |
All Filings in HTFL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,757 | 503 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,483 | 431 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||