HARBOR INVESTMENT ADVISORY, LLC
Position in BTSG — BrightSpring Health Services, Inc.
CIK 1468792
LUTHERVILLE, MD
Position in BTSG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$90,662
New position
Shares Held
1,300
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#349
of 433 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Health Information Services
Healthcare · as of Jun 30, 2026HARBOR INVESTMENT ADVISORY, LLC holds $359,083 across 7 Health Information Services names. BTSG ranks #2 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
575 | $102,045 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
This page
|
1,300 | $90,662 | |
| 3 | HQY |
Healthequity, Inc.
|
836 | $75,507 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
2,700 | $69,471 | |
| 5 | EVH |
Evolent Health, Inc.
|
1,658 | $8,986 | |
| 6 | SLP |
Simulations Plus, Inc.
|
400 | $7,324 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
600 | $5,088 |
All Filings in BTSG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,662 | 1,300 | Shares | Sole | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||