Concurrent Investment Advisors, LLC

Position in BTSG — BrightSpring Health Services, Inc.

CIK 2001015 Tampa, FL

Position in BTSG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$429,947

-$15,369 QoQ

Shares Held

6,165

-41.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#279

of 433 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $3,000,940 across 5 Health Information Services names. BTSG ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc.	11,318	$1,022,240
2	HNGE	Hinge Health, Inc.	12,219	$1,014,177
3	BTSG	BrightSpring Health Services, Inc. This page	6,165	$429,947
4	VEEV	Veeva Systems Inc	1,813	$321,752
5	TXG	10x Genomics, Inc.	5,551	$212,824

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$429,947	6,165	-41.0%	Shares	Sole	2026-07-27
2026-03-31	$445,316	10,451	+70.4%	Shares	Sole	2026-04-21
2025-12-31	$229,755	6,135	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.