Position in AGL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$0
-$758,847 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 quarters on record
Common Shares in AGL Over Time
Shares Held
Position Value (USD)
Derivatives in AGL
reported options exposure · as of Mar 31, 2026CallValue
$791,000
CallShares
100,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026LPL Financial LLC holds $114,858,018 across 31 Medical Care Facilities names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
54,744 | $25,907,050 | |
| 2 | THC |
Tenet Healthcare Corp
|
116,496 | $21,983,960 | |
| 3 | ENSG |
Ensign Group, Inc
|
90,117 | $18,158,575 | |
| 4 | UHS |
Universal Health Services Inc
|
44,830 | $8,023,225 | |
| 5 | ASTH |
Astrana Health, Inc.
|
309,125 | $7,579,745 | |
| 6 | EHC |
Encompass Health Corp
|
72,773 | $7,039,332 | |
| 7 | SNDA |
Sonida Senior Living, Inc.
|
123,331 | $3,977,424 | |
| 8 | DVA |
Davita Inc.
|
18,193 | $2,796,082 |
All Filings in AGL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $791,000 | 100,000 | Call | Sole | 2026-05-06 | |
| 2025-12-31 | $758,847 | 44,055 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $361,916 | 14,055 | Shares | Sole | 2025-11-12 | |
| 2023-12-31 | $35,844,996 | 114,247 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $50,913,036 | 114,669 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $5,416,781 | 9,123 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||