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5T Wealth, LLC: SPHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 5T Wealth, LLC on SPHQ, newest first. How the timeline and the estimate are built.

5T Wealth, LLC held 14,539 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,539 shares
    Change vs previous 13F +326 shares

    0.49% of the 13F portfolio, value $1,310,161.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,213 shares
    Change vs previous 13F -129 shares

    0.42% of the 13F portfolio, value $1,068,681.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,342 shares
    Change vs previous 13F -2,156 shares

    0.43% of the 13F portfolio, value $1,076,471.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,498 shares
    Change vs previous 13F +2 shares

    0.53% of the 13F portfolio, value $1,209,267.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,496 shares
    Change vs previous 13F -10,773 shares

    0.6% of the 13F portfolio, value $1,175,563.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,269 shares
    Change vs previous 13F +43 shares

    1.03% of the 13F portfolio, value $1,809,124.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 27,226 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,825,023.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).