Position in LFMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,918
+$1,626 QoQ
Shares Held
3,128
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#89
of 116 holders
Holding Since
Sep 2024
8 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, 2026JONES FINANCIAL COMPANIES LLLP holds $19,470,471 across 24 Health Information Services names. LFMD ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
71,168 | $12,630,184 | |
| 2 | TEM |
Tempus AI, Inc.
|
42,054 | $2,436,188 | |
| 3 | HQY |
Healthequity, Inc.
|
22,494 | $2,031,658 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
11,759 | $820,072 | |
| 5 | SLP |
Simulations Plus, Inc.
|
26,201 | $479,740 | |
| 6 | HNGE |
Hinge Health, Inc.
|
5,145 | $427,035 | |
| 7 | OMCL |
Omnicell, Inc.
|
3,761 | $156,156 | |
| 8 | TDOC |
Teladoc Health, Inc.
|
9,379 | $79,533 |
All Filings in LFMD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,918 | 3,128 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,292 | 3,128 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,230 | 3,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,370 | 3,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $50,394 | 3,700 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,320 | 3,000 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $4,950 | 1,000 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,240 | 1,000 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||