Position in BTSG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$557
New position
Shares Held
8
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#421
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, 2026Bogart Wealth, LLC holds $6,240,465 across 9 Health Information Services names. BTSG ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
34,948 | $6,202,221 | |
| 2 | TEM |
Tempus AI, Inc.
|
492 | $28,501 | |
| 3 | HQY |
Healthequity, Inc.
|
53 | $4,786 | |
| 4 | OPRX |
OptimizeRx Corp
|
285 | $1,630 | |
| 5 | EVH |
Evolent Health, Inc.
|
188 | $1,018 | |
| 6 | TXG |
10x Genomics, Inc.
|
17 | $651 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
72 | $610 | |
| 8 | BTSG |
BrightSpring Health Services, Inc.
This page
|
8 | $557 |
All Filings in BTSG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557 | 8 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||