EverSource Wealth Advisors, LLC
Position in BTSG — BrightSpring Health Services, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in BTSG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$201,032
+$57,750 QoQ
Shares Held
4,718
+23.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BTSG Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $6,707,453 across 30 Health Information Services names. BTSG ranks #3 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
65,890 | $5,506,422 | |
| 2 | VEEV |
Veeva Systems Inc
|
2,487 | $436,859 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
This page
|
4,718 | $201,032 | |
| 4 | TXG |
10x Genomics, Inc.
|
7,186 | $152,556 | |
| 5 | WAY |
Waystar Holding Corp.
|
5,998 | $144,606 | |
| 6 | DOCS |
Doximity, Inc.
|
2,833 | $66,004 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
5,657 | $30,826 | |
| 8 | PHR |
Phreesia, Inc.
|
3,269 | $27,392 |
All Filings in BTSG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,032 | 4,718 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $143,282 | 3,826 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $96,394 | 3,261 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $43,429 | 1,841 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||