Position in PRVA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$463
-$10 QoQ
Shares Held
18
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#288
of 298 holders
Holding Since
Sep 2025
2 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, 2026Clearstead Advisors, LLC holds $647,619 across 27 Health Information Services names. PRVA ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
3,068 | $544,477 | |
| 2 | HQY |
Healthequity, Inc.
|
381 | $34,411 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
257 | $17,923 | |
| 4 | DOCS |
Doximity, Inc.
|
536 | $11,116 | |
| 5 | TDOC |
Teladoc Health, Inc.
|
1,132 | $9,599 | |
| 6 | TEM |
Tempus AI, Inc.
|
160 | $9,268 | |
| 7 | OMCL |
Omnicell, Inc.
|
136 | $5,646 | |
| 8 | SDGR |
Schrodinger, Inc.
|
216 | $3,510 |
All Filings in PRVA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463 | 18 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $473 | 19 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||