Position in TDOC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,145
+$374 QoQ
Shares Held
253
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#283
of 345 holders
Holding Since
Mar 2023
13 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, 2026Cape Investment Advisory, Inc. holds $394,086 across 5 Health Information Services names. TDOC ranks #4 (0.5% of the industry book) .
All Filings in TDOC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,145 | 253 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $1,771 | 253 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,728 | 353 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $3,074 | 353 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,809 | 353 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,526 | 388 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,561 | 388 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,586 | 469 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,081 | 469 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $12,197 | 566 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,521 | 566 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $14,331 | 566 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $15,436 | 596 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||