Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
SGRY holding history
Surgery Partners, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SGRY overviewAll 13F holders of SGRYFull Q2 2026 holdings
- Shares (Q2 2026)
- 21,287
- Value
- $357.6K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 21,287 | $357.6K | <0.1% | +8,034+60.6% | Added | Holders |
| Q1 2026 | 13,253 | $158.0K | <0.1% | +13,253 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −19,215−100.0% | Sold out | Holders |
| Q3 2025 | 19,215 | $415.8K | <0.1% | +3,728+24.1% | Added | Holders |
| Q2 2025 | 15,487 | $344.3K | <0.1% | −11,941−43.5% | Reduced | Holders |
| Q1 2025 | 27,428 | $651.4K | <0.1% | +13,027+90.5% | Added | Holders |
| Q4 2024 | 14,401 | $304.9K | <0.1% | +6,385+79.7% | Added | Holders |
| Q3 2024 | 8,016 | $258.4K | <0.1% | +8,016 | New | Holders |