Position in HTFL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$469
-$1,571 QoQ
Shares Held
16
-77.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 191 holders
Holding Since
Dec 2025
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, 2026Bell Investment Advisors, Inc holds $26,734 across 11 Health Information Services names. HTFL ranks #11 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRVA |
Privia Health Group, Inc.
|
288 | $7,410 | |
| 2 | HQY |
Healthequity, Inc.
|
47 | $4,245 | |
| 3 | TEM |
Tempus AI, Inc.
|
53 | $3,070 | |
| 4 | VEEV |
Veeva Systems Inc
|
17 | $3,016 | |
| 5 | TXG |
10x Genomics, Inc.
|
61 | $2,338 | |
| 6 | DOCS |
Doximity, Inc.
|
70 | $1,451 | |
| 7 | OMCL |
Omnicell, Inc.
|
34 | $1,411 | |
| 8 | WAY |
Waystar Holding Corp.
|
68 | $1,396 |
All Filings in HTFL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469 | 16 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $2,040 | 70 | Shares | Sole | 2026-02-24 | |
| No filing history on record for this holder in this stock. | ||||||