Position in HTFL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,934
New position
Shares Held
100
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#177
of 191 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Health Information Services
Healthcare · as of Jun 30, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $38,428 across 2 Health Information Services names. HTFL ranks #2 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
200 | $35,494 | |
| 2 | HTFL |
Heartflow, Inc.
This page
|
100 | $2,934 |
All Filings in HTFL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,934 | 100 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||