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Disclosery

Green Ridge Wealth Planning LLC: SPHQ position timeline

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

Green Ridge Wealth Planning LLC held 0 SPHQ shares at 2026-03-31 per its 13F-HR filed 2026-04-10.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -106,530 shares

    13F-HR 0002085853-26-000332 filed by Green Ridge Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 106,530 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $7,995,077.

    13F-HR 0002085853-26-000297 filed by Green Ridge Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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