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Advanced Asset Management Advisors Inc: SPHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advanced Asset Management Advisors Inc on SPHQ, newest first. How the timeline and the estimate are built.

Advanced Asset Management Advisors Inc held 13,745 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,745 shares
    Change vs previous 13F +261 shares

    0.33% of the 13F portfolio, value $1,238,445.

    13F-HR 0001398344-26-012202 filed by Advanced Asset Management Advisors Inc
    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 13,484 shares
    Change vs previous 13F +401 shares

    0.28% of the 13F portfolio, value $1,013,879.

    13F-HR 0001398344-26-007075 filed by Advanced Asset Management Advisors Inc
    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 13,083 shares
    Change vs previous 13F +9,178 shares

    0.27% of the 13F portfolio, value $981,896.

    13F-HR 0001398344-26-001786 filed by Advanced Asset Management Advisors Inc
    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 3,905 shares
    Change vs previous 13F -434 shares

    0.08% of the 13F portfolio, value $286,214.

    13F-HR 0001398344-25-019298 filed by Advanced Asset Management Advisors Inc
    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 4,339 shares
    Change vs previous 13F -906 shares

    0.08% of the 13F portfolio, value $309,197.

    13F-HR 0001398344-25-013676 filed by Advanced Asset Management Advisors Inc
    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 5,245 shares
    Change vs previous 13F -174 shares

    0.1% of the 13F portfolio, value $347,968.

    13F-HR 0001398344-25-007241 filed by Advanced Asset Management Advisors Inc
    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 5,419 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $363,236.

    13F-HR 0001398344-25-001513 filed by Advanced Asset Management Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,419 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $344,323.

    13F-HR 0001398344-24-019338 filed by Advanced Asset Management Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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