Position in AGL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$383,704
+$361,072 QoQ
Shares Held
3,580
+172.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#115
of 177 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGL Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $28,699,925 across 39 Medical Care Facilities names. AGL ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHE |
Chemed Corp
|
41,048 | $19,117,695 | |
| 2 | DVA |
Davita Inc.
|
17,924 | $3,987,731 | |
| 3 | THC |
Tenet Healthcare Corp
|
9,650 | $1,805,322 | |
| 4 | HCA |
HCA Healthcare, Inc.
|
2,460 | $959,129 | |
| 5 | CMPS |
COMPASS Pathways plc
|
32,516 | $460,101 | |
| 6 | SNDA |
Sonida Senior Living, Inc.
|
10,401 | $424,360 | |
| 7 | AGL |
agilon health, inc.
This page
|
3,580 | $383,704 | |
| 8 | ADUS |
Addus HomeCare Corp
|
2,965 | $297,893 |
All Filings in AGL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,704 | 3,580 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $22,632 | 32,849 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $24,189 | 10,517 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||