Position in SURG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,732
-$12,675 QoQ
Shares Held
32,500
0.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 35 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SURG Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026JAMES INVESTMENT RESEARCH, INC. holds $5,123,034 across 3 Telecom Services names. SURG ranks #3 (0.2% of the industry book) .
All Filings in SURG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,732 | 32,500 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $24,407 | 32,500 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $54,275 | 32,500 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $91,325 | 32,500 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $59,090 | 19,000 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $26,910 | 13,000 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $23,140 | 13,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $23,920 | 13,000 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $41,470 | 13,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $50,050 | 13,000 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $64,500 | 10,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $46,800 | 10,000 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||