WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in SGRY — Surgery Partners, Inc.
CIK 1812177
HIGHLAND PARK, IL
Position in SGRY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$262,617
+$76,284 QoQ
Shares Held
15,632
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#112
of 186 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SGRY Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $686,647 across 2 Medical Care Facilities names. SGRY ranks #2 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
4,195 | $424,030 | |
| 2 | SGRY |
Surgery Partners, Inc.
This page
|
15,632 | $262,617 |
All Filings in SGRY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,617 | 15,632 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $186,333 | 15,632 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $241,514 | 15,632 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $338,276 | 15,632 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $347,499 | 15,632 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $371,260 | 15,632 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $330,929 | 15,632 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $503,975 | 15,632 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $371,885 | 15,632 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $466,302 | 15,632 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $500,067 | 15,632 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $457,236 | 15,632 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $703,283 | 15,632 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $538,835 | 15,632 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $482,788 | 20,632 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $596,677 | 20,632 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,135,791 | 20,632 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,101,955 | 20,632 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $873,558 | 20,632 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,374,503 | 20,632 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $913,172 | 20,632 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $888,634 | 30,632 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $714,640 | 32,632 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $377,552 | 32,632 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $213,086 | 32,632 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||