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ERn Financial, LLC: SPHQ position timeline

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

ERn Financial, LLC held 22,598 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,598 shares
    Change vs previous 13F +110 shares

    0.34% of the 13F portfolio, value $2,036,080.

    13F-HR 0001768302-26-000004 filed by ERn Financial, 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 22,488 shares
    Change vs previous 13F -114 shares

    0.32% of the 13F portfolio, value $1,690,873.

    13F-HR 0001768302-26-000003 filed by ERn Financial, 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 22,602 shares
    Change vs previous 13F +1,912 shares

    0.32% of the 13F portfolio, value $1,696,280.

    13F-HR 0001768302-26-000001 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 20,690 shares
    Change vs previous 13F +244 shares

    0.3% of the 13F portfolio, value $1,516,370.

    13F-HR 0001768302-25-000007 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 20,446 shares
    Change vs previous 13F -41,567 shares

    0.31% of the 13F portfolio, value $1,456,982.

    13F-HR 0001768302-25-000004 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 62,013 shares
    Change vs previous 13F +21,283 shares

    0.65% of the 13F portfolio, value $4,113,924.

    13F-HR 0001768302-25-000003 filed by ERn Financial, LLC
    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 40,730 shares
    Change vs previous 13F -8 shares

    0.41% of the 13F portfolio, value $2,730,113.

    13F-HR 0001768302-25-000001 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 40,738 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,740,450.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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