Bernard Wealth Management Corp.
Position in BTSG — BrightSpring Health Services, Inc.
CIK 2056313
ROYAL OAK, MI
Position in BTSG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$36,218
New position
Shares Held
850
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Health Information Services
Healthcare · as of Mar 31, 2026Bernard Wealth Management Corp. holds $36,244 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 | $36,218 | |
| 2 | AMWL |
American Well Corp
|
5 | $26 |
All Filings in BTSG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,218 | 850 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||