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Certified Advisory Corp: SPHQ position timeline

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

Certified Advisory Corp held 124,635 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 124,635 shares
    Change vs previous 13F -4,535 shares

    0.91% of the 13F portfolio, value $11,229,642.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 129,170 shares
    Change vs previous 13F -21,827 shares

    0.87% of the 13F portfolio, value $9,712,296.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 150,997 shares
    Change vs previous 13F -846 shares

    1.03% of the 13F portfolio, value $11,332,330.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 151,843 shares
    Change vs previous 13F +488 shares

    1.06% of the 13F portfolio, value $11,128,577.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 151,355 shares
    Change vs previous 13F +9,010 shares

    1.12% of the 13F portfolio, value $10,785,569.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 142,345 shares
    Change vs previous 13F +706 shares

    1.07% of the 13F portfolio, value $9,443,159.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 141,639 shares
    Change vs previous 13F +4,534 shares

    1.03% of the 13F portfolio, value $9,494,073.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 137,105 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $9,223,077.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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