Position in LFMD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$101,878
+$17,043 QoQ
Shares Held
24,668
+5.0% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 116 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LFMD Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $68,436,510 across 18 Health Information Services names. LFMD ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
198,847 | $35,289,377 | |
| 2 | TEM |
Tempus AI, Inc.
|
300,000 | $17,379,000 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
80,323 | $5,601,726 | |
| 4 | HQY |
Healthequity, Inc.
|
21,918 | $1,979,633 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
65,611 | $1,688,171 | |
| 6 | SDGR |
Schrodinger, Inc.
|
67,365 | $1,094,681 | |
| 7 | PHR |
Phreesia, Inc.
|
93,181 | $958,832 | |
| 8 | HNGE |
Hinge Health, Inc.
|
10,874 | $902,542 |
All Filings in LFMD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,878 | 24,668 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $84,835 | 23,500 | Shares | Sole | 2026-05-06 | |
| 2025-03-31 | $104,061 | 19,129 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $162,503 | 32,829 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $223,569 | 42,666 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $334,987 | 48,832 | Shares | Sole | 2024-08-07 | |
| 2023-12-31 | $100,309 | 12,100 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||