Position in SGRY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,814
New position
Shares Held
108
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#167
of 186 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Bogart Wealth, LLC holds $26,718 across 10 Medical Care Facilities names. SGRY ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
23 | $8,967 | |
| 2 | DVA |
Davita Inc.
|
34 | $7,564 | |
| 3 | ENSG |
Ensign Group, Inc
|
15 | $2,404 | |
| 4 | THC |
Tenet Healthcare Corp
|
12 | $2,244 | |
| 5 | SGRY |
Surgery Partners, Inc.
This page
|
108 | $1,814 | |
| 6 | UHS |
Universal Health Services Inc
|
12 | $1,784 | |
| 7 | EHC |
Encompass Health Corp
|
9 | $909 | |
| 8 | CYH |
Community Health Systems Inc
|
246 | $821 |
All Filings in SGRY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,814 | 108 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||