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Alvarez & Marsal Private Wealth Partners, LLC: SPHQ position timeline

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

Alvarez & Marsal Private Wealth Partners, LLC held 948,378 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 948,378 shares
    Change vs previous 13F -8,211 shares

    11.26% of the 13F portfolio, value $85,448,823.

    13F-HR 0001172661-26-003633 filed by Alvarez & Marsal Private Wealth Partners, 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 956,589 shares
    Change vs previous 13F +182,252 shares

    10.1% of the 13F portfolio, value $71,925,960.

    13F-HR 0001172661-26-001973 filed by Alvarez & Marsal Private Wealth Partners, 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 774,337 shares
    Change vs previous 13F not available

    11.16% of the 13F portfolio, value $58,113,983.

    13F-HR 0001172661-26-000733 filed by Alvarez & Marsal Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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