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Disclosery

LPL Financial LLC: SGRY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on SGRY, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 39,304 SGRY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,304 shares
    Change vs previous 13F +3,360 shares

    <0.01% of the 13F portfolio, value $660,307.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 35,944 shares
    Change vs previous 13F +10,537 shares

    <0.01% of the 13F portfolio, value $428,452.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,407 shares
    Change vs previous 13F +1,565 shares

    <0.01% of the 13F portfolio, value $392,538.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,842 shares
    Change vs previous 13F +4,150 shares

    <0.01% of the 13F portfolio, value $515,941.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,692 shares
    Change vs previous 13F +2,352 shares

    <0.01% of the 13F portfolio, value $437,753.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,340 shares
    Change vs previous 13F +591 shares

    <0.01% of the 13F portfolio, value $411,825.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,749 shares
    Change vs previous 13F +3,062 shares

    <0.01% of the 13F portfolio, value $354,576.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,687 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $441,269.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).