Position in LFMD
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$62,639
+$7,887 QoQ
Shares Held
15,167
0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 116 holders
Holding Since
Dec 2022
15 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, 2026Corient Private Wealth LLC holds $40,830,126 across 19 Health Information Services names. LFMD ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
134,311 | $23,836,172 | |
| 2 | OMDA |
Omada Health, Inc.
|
145,118 | $3,185,340 | |
| 3 | HQY |
Healthequity, Inc.
|
29,789 | $2,690,542 | |
| 4 | OMCL |
Omnicell, Inc.
|
62,809 | $2,607,829 | |
| 5 | HTFL |
Heartflow, Inc.
|
52,724 | $1,546,922 | |
| 6 | PHR |
Phreesia, Inc.
|
148,290 | $1,525,904 | |
| 7 | WAY |
Waystar Holding Corp.
|
59,431 | $1,220,118 | |
| 8 | TDOC |
Teladoc Health, Inc.
|
101,556 | $861,194 |
All Filings in LFMD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,639 | 15,167 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $54,752 | 15,167 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $51,150 | 15,000 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $102,800 | 15,140 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $219,922 | 16,147 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $82,361 | 15,140 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $74,943 | 15,140 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $79,333 | 15,140 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $103,277 | 15,055 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $154,200 | 15,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $124,350 | 15,000 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $93,750 | 15,000 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $65,250 | 15,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $25,500 | 15,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $29,100 | 15,000 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||