Position in SLP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,831
+$1,205 QoQ
Shares Held
100
+88.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#148
of 170 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLP Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026True Wealth Design, LLC holds $214,787 across 24 Health Information Services names. SLP ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
615 | $109,144 | |
| 2 | HQY |
Healthequity, Inc.
|
558 | $50,398 | |
| 3 | TDOC |
Teladoc Health, Inc.
|
2,578 | $21,861 | |
| 4 | PHR |
Phreesia, Inc.
|
806 | $8,293 | |
| 5 | WEAV |
Weave Communications, Inc.
|
893 | $5,349 | |
| 6 | HTFL |
Heartflow, Inc.
|
173 | $5,075 | |
| 7 | OMDA |
Omada Health, Inc.
|
106 | $2,326 | |
| 8 | SLP |
Simulations Plus, Inc.
This page
|
100 | $1,831 |
All Filings in SLP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,831 | 100 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $626 | 53 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $856 | 47 | Shares | Sole | 2026-01-08 | |
| 2025-06-30 | $139 | 8 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $416 | 17 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||