Position in TDOC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,197
+$1,500 QoQ
Shares Held
495
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#267
of 345 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TDOC Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $4,293,883 across 14 Health Information Services names. TDOC ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
47,045 | $4,249,104 | |
| 2 | TXG |
10x Genomics, Inc.
|
302 | $11,578 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
128 | $8,926 | |
| 4 | VEEV |
Veeva Systems Inc
|
40 | $7,098 | |
| 5 | TDOC |
Teladoc Health, Inc.
This page
|
495 | $4,197 | |
| 6 | SPOK |
Spok Holdings, Inc
|
229 | $2,344 | |
| 7 | AMWL |
American Well Corp
|
189 | $1,723 | |
| 8 | SLP |
Simulations Plus, Inc.
|
88 | $1,611 |
All Filings in TDOC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,197 | 495 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,697 | 495 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $973 | 139 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,463 | 448 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,678 | 652 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,385 | 551 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,599 | 506 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||