Birchwood Financial Partners, Inc.
Position in PRVA — Privia Health Group, Inc.
CIK 2110062
BLOOMINGTON, MN
Position in PRVA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,266
+$1,997 QoQ
Shares Held
399
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#253
of 298 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRVA Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Birchwood Financial Partners, Inc. holds $22,156 across 2 Health Information Services names. PRVA ranks #2 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
67 | $11,890 | |
| 2 | PRVA |
Privia Health Group, Inc.
This page
|
399 | $10,266 |
All Filings in PRVA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,266 | 399 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,269 | 402 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,531 | 402 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||