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Equibles

LPL Financial LLC

Position in AGL — agilon health, inc.

CIK 1403438 FORT MILL, SC
Back to AGL Full portfolio

Position in AGL

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$944,041
+$944,041 QoQ
Shares Held
8,808
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 177 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AGL Over Time

Shares Held

Position Value (USD)

Derivatives in AGL

reported options exposure · as of Jun 30, 2026
CallValue
$11,779,082
CallShares
109,900
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 Jun 30, 2026

LPL Financial LLC holds $112,437,405 across 33 Medical Care Facilities names. AGL ranks #21 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HCA
HCA Healthcare, Inc.
 62,042 $24,189,555
2 THC
Tenet Healthcare Corp
 75,169 $14,062,616
3 DVA
Davita Inc.
 48,449 $10,778,933
4 ASTH
Astrana Health, Inc.
 221,696 $10,288,911
5 ENSG
Ensign Group, Inc
 62,321 $9,990,056
6 EHC
Encompass Health Corp
 71,738 $7,251,277
7 UHS
Universal Health Services Inc
 35,393 $5,262,585
8 SNDA
Sonida Senior Living, Inc.
 106,773 $4,356,338

All Filings in AGL

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,779,082 109,900
2026-06-30 $944,041 8,808
2026-03-31 $791,000 100,000
2025-12-31 $30,353 44,055
2025-09-30 $14,476 14,055
2023-12-31 $1,433,799 114,247
2023-09-30 $2,036,521 114,669
2023-03-31 $216,671 9,123