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Evensky & Katz LLC: SPHQ position timeline

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

Evensky & Katz LLC held 765,065 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 765,065 shares
    Change vs previous 13F -10,079 shares

    3.56% of the 13F portfolio, value $68,932,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 775,144 shares
    Change vs previous 13F +1,694 shares

    3.32% of the 13F portfolio, value $58,283,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 773,450 shares
    Change vs previous 13F +2,518 shares

    3.27% of the 13F portfolio, value $58,047,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 770,932 shares
    Change vs previous 13F -500 shares

    3.28% of the 13F portfolio, value $56,502,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 771,432 shares
    Change vs previous 13F -12,048 shares

    3.36% of the 13F portfolio, value $54,972,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 783,480 shares
    Change vs previous 13F -13,560 shares

    3.49% of the 13F portfolio, value $51,976,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 797,040 shares
    Change vs previous 13F -11,155 shares

    3.5% of the 13F portfolio, value $53,426,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz 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 808,195 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $54,367,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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