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Generation Capital Management LLC: SPHQ position timeline

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

Generation Capital Management LLC held 38,243 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,243 shares
    Change vs previous 13F -30 shares

    2.11% of the 13F portfolio, value $3,445,694.

    13F-HR 0001214659-26-010030 filed by Generation Capital Management 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 38,273 shares
    Change vs previous 13F -2,329 shares

    2.1% of the 13F portfolio, value $2,877,747.

    13F-HR 0001214659-26-005813 filed by Generation Capital Management 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 40,602 shares
    Change vs previous 13F +3,758 shares

    1.98% of the 13F portfolio, value $3,047,180.

    13F-HR 0001214659-26-001664 filed by Generation Capital Management 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 36,844 shares
    Change vs previous 13F +2,654 shares

    1.96% of the 13F portfolio, value $2,700,297.

    13F-HR 0001214659-25-016064 filed by Generation Capital Management 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 34,190 shares
    Change vs previous 13F +1,777 shares

    1.93% of the 13F portfolio, value $2,436,379.

    13F-HR 0001214659-25-011913 filed by Generation Capital Management 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 32,413 shares
    Change vs previous 13F +1,391 shares

    1.94% of the 13F portfolio, value $2,150,278.

    13F-HR 0001214659-25-007236 filed by Generation Capital Management 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 31,022 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $2,079,405.

    13F-HR 0001214659-25-002527 filed by Generation Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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