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Delta Wealth Advisors LLC: SPHQ position timeline

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

Delta Wealth Advisors LLC held 26,407 SPHQ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,407 shares
    Change vs previous 13F +1,662 shares

    1.53% of the 13F portfolio, value $2,220,318.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,745 shares
    Change vs previous 13F +4,547 shares

    1.59% of the 13F portfolio, value $2,229,506.

    13F-HR 0002085853-26-000720 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 20,198 shares
    Change vs previous 13F +1,196 shares

    1.16% of the 13F portfolio, value $1,518,710.

    13F-HR 0002085853-26-000437 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,002 shares
    Change vs previous 13F +1,357 shares

    1.19% of the 13F portfolio, value $1,426,100.

    13F-HR 0002085853-26-000119 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,645 shares
    Change vs previous 13F +2,728 shares

    1.01% of the 13F portfolio, value $1,293,202.

    13F-HR 0002085853-25-000120 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,917 shares
    Change vs previous 13F +2,232 shares

    0.89% of the 13F portfolio, value $1,062,985.

    13F-HR 0002085853-25-000065 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 12,685 shares
    Change vs previous 13F +4,730 shares

    0.76% of the 13F portfolio, value $841,523.

    13F-HR 0002085853-25-000064 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,955 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $533,224.

    13F-HR 0002085853-25-000063 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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