LEVEL FOUR ADVISORY SERVICES, LLC

Position in SGRY — Surgery Partners, Inc.

CIK 1696715 DALLAS, TX

Position in SGRY

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$237,837

+$96,550 QoQ

Shares Held

14,157

+19.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#116

of 186 holders

Holding Since

Jun 2021

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $3,934,238 across 5 Medical Care Facilities names. SGRY ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	4,423	$1,724,483
2	EHC	Encompass Health Corp	15,158	$1,532,170
3	SGRY	Surgery Partners, Inc. This page	14,157	$237,837
4	SNDA	Sonida Senior Living, Inc.	5,716	$233,212
5	THC	Tenet Healthcare Corp	1,104	$206,536

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,837	14,157	+19.4%	Shares	Sole	2026-08-10
2026-03-31	$141,287	11,853	+12.1%	Shares	Sole	2026-05-14
2025-12-31	$163,383	10,575	+1.4%	Shares	Sole	2026-02-13
2025-09-30	$225,748	10,432	-48.3%	Shares	Sole	2025-11-12
2022-06-30	$584,010	20,194	+129.5%	Shares	Sole	2022-08-08
2021-09-30	$372,507	8,798	+36.8%	Shares	Sole	2021-10-12
2021-06-30	$428,299	6,429	—	Shares	Sole	2021-08-09
No filing history on record for this holder in this stock.