Position in BTSG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,648,583
+$1,302,548 QoQ
Shares Held
23,639
+191.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#199
of 433 holders
Holding Since
Mar 2026
2 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, 2026SMART Wealth LLC holds $1,648,583 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.
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|
23,639 | $1,648,583 |
All Filings in BTSG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,648,583 | 23,639 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $346,035 | 8,121 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||