Position in TDOC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,599
-$1,791 QoQ
Shares Held
1,132
-45.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#249
of 345 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $647,619 across 27 Health Information Services names. TDOC ranks #5 (1.5% 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.
This page
|
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 TDOC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,599 | 1,132 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,390 | 2,090 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,630 | 2,090 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $17,121 | 2,215 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,195 | 1,515 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,059 | 1,515 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,771 | 1,515 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $26,300 | 2,865 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $20,195 | 2,065 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $31,181 | 2,065 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,792 | 640 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,506 | 350 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,862 | 350 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,885 | 150 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,804 | 330 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,717 | 265 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $19,926 | 600 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $30,655 | 425 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $25,250 | 275 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $318,673 | 2,513 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $22,116 | 133 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $24,172 | 133 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $26,594 | 133 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $28,501 | 130 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $23,855 | 125 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $19,376 | 125 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||