Position in LFMD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,847
New position
Shares Held
1,900
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 116 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, 2026Global Retirement Partners, LLC holds $2,947,296 across 20 Health Information Services names. LFMD ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
28,508 | $1,988,147 | |
| 2 | VEEV |
Veeva Systems Inc
|
2,820 | $500,465 | |
| 3 | HQY |
Healthequity, Inc.
|
3,373 | $304,649 | |
| 4 | HSTM |
Healthstream Inc
|
1,131 | $30,819 | |
| 5 | CTEV |
Claritev Corp
|
861 | $29,368 | |
| 6 | TEM |
Tempus AI, Inc.
|
301 | $17,436 | |
| 7 | WEAV |
Weave Communications, Inc.
|
2,034 | $12,183 | |
| 8 | OMCL |
Omnicell, Inc.
|
288 | $11,957 |
All Filings in LFMD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,847 | 1,900 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||