Position in LFMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,077,987
+$902,170 QoQ
Shares Held
261,014
+435.9% QoQ
Ownership
0.542%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 116 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LFMD Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $844,523,911 across 32 Health Information Services names. LFMD ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,225,875 | $217,556,032 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
1,827,855 | $127,474,606 | |
| 3 | TEM |
Tempus AI, Inc.
|
1,917,772 | $111,096,528 | |
| 4 | HQY |
Healthequity, Inc.
|
1,146,735 | $103,573,102 | |
| 5 | HNGE |
Hinge Health, Inc.
|
705,449 | $58,552,267 | |
| 6 | WAY |
Waystar Holding Corp.
|
2,583,119 | $53,031,432 | |
| 7 | OMCL |
Omnicell, Inc.
|
900,777 | $37,400,258 | |
| 8 | PRVA |
Privia Health Group, Inc.
|
1,432,117 | $36,848,368 |
All Filings in LFMD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,077,987 | 261,014 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $175,817 | 48,703 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $150,850 | 44,238 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $731,559 | 107,741 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $1,534,415 | 112,659 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $146,221 | 26,879 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $207,631 | 41,946 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $148,166 | 28,276 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $181,625 | 26,476 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $308,245 | 29,985 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $427,879 | 51,614 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $38,825 | 6,212 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $27,022 | 6,212 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,477 | 6,163 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $100 | 52 | Shares | Defined | 2023-02-10 | |
| 2022-03-31 | $168,028 | 47,600 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $172,586 | 44,596 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $1,136 | 183 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $106 | 9 | Shares | Defined | 2021-09-13 | |
| No filing history on record for this holder in this stock. | ||||||