Bernard Wealth Management Corp.
Position in BTSG — BrightSpring Health Services, Inc.
CIK 2056313
ROYAL OAK, MI
Position in BTSG
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$59,279
+$23,061 QoQ
Shares Held
850
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#357
of 436 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, 2026Bernard Wealth Management Corp. holds $59,324 across 2 Health Information Services names. BTSG ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
This page
|
850 | $59,279 | |
| 2 | AMWL |
American Well Corp
|
5 | $45 |
All Filings in BTSG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,279 | 850 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $36,218 | 850 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||