Trek Financial, LLC
Position in BTSG — BrightSpring Health Services, Inc.
CIK 1768195
Scottsdale, AZ
Position in BTSG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,024,833
New position
Shares Held
43,373
first reported quarter
Ownership
0.022%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#166
of 435 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Health Information Services
Healthcare · as of Jun 30, 2026Trek Financial, LLC holds $3,024,833 across 1 Health Information Services name. BTSG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
This page
|
43,373 | $3,024,833 |
All Filings in BTSG
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,024,833 | 43,373 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||