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Cresta Advisors, Ltd.: SPHQ position timeline

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

Cresta Advisors, Ltd. held 241,946 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 241,946 shares
    Change vs previous 13F +15,578 shares

    7.82% of the 13F portfolio, value $21,799,340.

    13F-HR 0001754960-26-000608 filed by Cresta Advisors, Ltd.
    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 226,368 shares
    Change vs previous 13F +15,764 shares

    6.97% of the 13F portfolio, value $17,020,615.

    13F-HR 0001754960-26-000325 filed by Cresta Advisors, Ltd.
    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 210,604 shares
    Change vs previous 13F -5,869 shares

    6.63% of the 13F portfolio, value $15,805,835.

    13F-HR 0001754960-26-000142 filed by Cresta Advisors, Ltd.
    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 216,473 shares
    Change vs previous 13F +3,693 shares

    7.08% of the 13F portfolio, value $15,865,274.

    13F-HR 0001754960-25-000705 filed by Cresta Advisors, Ltd.
    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 212,780 shares
    Change vs previous 13F +9,059 shares

    7.39% of the 13F portfolio, value $15,162,672.

    13F-HR 0001754960-25-000405 filed by Cresta Advisors, Ltd.
    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 203,721 shares
    Change vs previous 13F +51,038 shares

    7% of the 13F portfolio, value $13,514,822.

    13F-HR 0001754960-25-000290 filed by Cresta Advisors, Ltd.
    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 152,683 shares
    Change vs previous 13F 0 shares

    5.37% of the 13F portfolio, value $10,270,956.

    13F-HR 0001754960-25-000090 filed by Cresta Advisors, Ltd.
    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 152,683 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $10,270,956.

    13F-HR 0001754960-24-000578 filed by Cresta Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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