Skip to main content

Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

SGRY holding history

Surgery Partners, Inc. in every 13F filed by Ellevest, Inc., 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of SGRY by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−817−100.0%Sold outHolders
Q1 2023817$28.2K<0.1%+452+123.8%AddedHolders
Q4 2022365$10.2K<0.1%+363+18,150.0%AddedHolders
Q3 20222$00.0%+2NewHolders
Q2 20220$00.0%−86−100.0%Sold outHolders
Q1 202286$5.00K<0.1%+65+309.5%AddedHolders
Q4 202121$1.00K<0.1%00.0%UnchangedHolders
Q3 202121$1.00K<0.1%00.0%UnchangedHolders
Q2 202121$1.00K<0.1%00.0%UnchangedHolders
Q1 202121$1.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.