Position in PHR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$997
+$456 QoQ
Shares Held
119
+271.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PHR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Sunbelt Securities, Inc. holds $196,999 across 17 Health Information Services names. PHR ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
905 | $158,972 | |
| 2 | TEM |
Tempus AI, Inc.
|
566 | $25,594 | |
| 3 | MGRX |
Mangoceuticals, Inc.
|
12,000 | $4,320 | |
| 4 | TXG |
10x Genomics, Inc.
|
152 | $3,226 | |
| 5 | HQY |
Healthequity, Inc.
|
13 | $1,086 | |
| 6 | TDOC |
Teladoc Health, Inc.
|
195 | $1,062 | |
| 7 | PHR |
Phreesia, Inc.
This page
|
119 | $997 | |
| 8 | PRVA |
Privia Health Group, Inc.
|
22 | $452 |
All Filings in PHR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $997 | 119 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $541 | 32 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $164 | 7 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||