Private Wealth Management Group, LLC
Position in BTSG — BrightSpring Health Services, Inc.
CIK 2011342
PRINCETON, NJ
Position in BTSG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,810
+$3,038 QoQ
Shares Held
112
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#389
of 433 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTSG Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Private Wealth Management Group, LLC holds $51,803 across 8 Health Information Services names. BTSG ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
95 | $16,859 | |
| 2 | TXG |
10x Genomics, Inc.
|
395 | $15,144 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
This page
|
112 | $7,810 | |
| 4 | OMCL |
Omnicell, Inc.
|
133 | $5,522 | |
| 5 | PHR |
Phreesia, Inc.
|
222 | $2,284 | |
| 6 | WAY |
Waystar Holding Corp.
|
100 | $2,053 | |
| 7 | HQY |
Healthequity, Inc.
|
22 | $1,987 | |
| 8 | TDOC |
Teladoc Health, Inc.
|
17 | $144 |
All Filings in BTSG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,810 | 112 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,772 | 112 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,194 | 112 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,310 | 112 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,642 | 112 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,026 | 112 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,907 | 112 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,644 | 112 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,272 | 112 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,217 | 112 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||