Position in AMWL
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$45
+$19 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 55 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMWL Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Bernard Wealth Management Corp. holds $59,324 across 2 Health Information Services names. AMWL ranks #2 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
850 | $59,279 | |
| 2 | AMWL |
American Well Corp
This page
|
5 | $45 |
All Filings in AMWL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45 | 5 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $26 | 5 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24 | 5 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $30 | 5 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $44 | 5 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $39 | 5 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $120 | 109 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||