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Bedel Financial Consulting, Inc.: SPHQ position timeline

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

Bedel Financial Consulting, Inc. held 5,597 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,597 shares
    Change vs previous 13F -37 shares

    0.05% of the 13F portfolio, value $504,290.

    13F-HR 0001765380-26-000237 filed by Bedel Financial Consulting, 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 5,634 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $423,620.

    13F-HR 0001765380-26-000143 filed by Bedel Financial Consulting, 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 5,634 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $422,832.

    13F-HR 0001765380-26-000047 filed by Bedel Financial Consulting, 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 5,634 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $412,916.

    13F-HR 0001765380-25-000442 filed by Bedel Financial Consulting, 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 5,634 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $401,479.

    13F-HR 0001765380-25-000339 filed by Bedel Financial Consulting, 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 5,634 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $375,281.

    13F-HR 0001765380-25-000177 filed by Bedel Financial Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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