SGRY β€” SURGERY PARTNERS INC

Ownership history in Larson Financial Group LLC  Β·  2 quarters on record

AI Ownership Summary

Larson Financial Group LLC reported SURGERY PARTNERS INC (SGRY) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows SGRY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SGRY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Larson Financial Group LLC's position in SURGERY PARTNERS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SGRY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Larson Financial Group LLC held SGRY β€” position size vs. price
% of Fund (quarterly)    SGRY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 20 β€” 0% 0.00% $433 2025-11-14 $15.28
2025 Q2 INITIATED 20 β€” β€” 0.00% $445 2025-08-08 $23.64

🏒 Other funds also holding SGRY

As of 2026 Q1 β€” sorted by position size

Hickory Point Bank & Trust 0.0% GAMMA Investing LLC 0.0%

FAQ About Larson Financial Group LLC and SGRY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Larson Financial Group LLC reported owning SGRY?

Larson Financial Group LLC reported SGRY across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported SGRY position in Larson Financial Group LLC's portfolio?

The largest reported portfolio weight for SGRY was 0.00% in 2025 Q2.

What is the latest reported SGRY position on this page?

The most recent filing on this page is 2025 Q3, when Larson Financial Group LLC reported 20 shares, equal to 0.00% of portfolio, with an estimated market value of $433.

What does the chart on this SGRY ownership page compare?

The chart compares Larson Financial Group LLC's quarterly SGRY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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