SCHEDULE: Wellington Discloses Minor Stake in Surgery Partners

Wellington Management Group and its affiliates have filed an amended Schedule 13G, disclosing a 0.0% beneficial ownership in Surgery Partners, Inc.

Summary

• Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP filed an Amendment No. 1 to Schedule 13G.
• The filing pertains to their beneficial ownership of Common Stock in Surgery Partners, Inc. (CUSIP: 86881A100).
• As of June 30, 2025, the reporting persons collectively beneficially own 217 shares of Surgery Partners, Inc. Common Stock.
• This represents 0.0% of the total class of securities.
• The shares are held with shared voting power and shared dispositive power for all 217 shares.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: The filing is a routine regulatory disclosure of passive ownership, indicating no significant positive or negative implications for the issuer or the reporting entity beyond compliance.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of passive ownership by an investment firm in a healthcare company. It does not indicate any significant strategic shift or industry trend, given the minimal ownership percentage.

Stakeholder Impact

• Minimal impact on shareholders due to the insignificant ownership percentage (0.0%).
• No impact on employees, customers, suppliers, or creditors is indicated by this filing.

Key Dates

Keywords

Surgery Partners, Wellington Management, Schedule 13G, Common Stock, Beneficial Ownership, Healthcare Investment, SEC Filing