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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

SGRY holding history

Surgery Partners, Inc. in every 13F filed by Avion Wealth, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2025
Holdings of SGRY by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−22−100.0%Sold outHolders
Q3 202522$00.0%00.0%UnchangedHolders
Q2 202522$00.0%−3−12.0%ReducedHolders
Q1 202525$00.0%+25NewHolders