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Hershey Financial Advisers, LLC: SPHQ position timeline

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

Hershey Financial Advisers, LLC held 23,744 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,744 shares
    Change vs previous 13F -4,561 shares

    1.54% of the 13F portfolio, value $2,139,334.

    13F-HR 0002034214-26-000003 filed by Hershey Financial Advisers, 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 28,305 shares
    Change vs previous 13F +6,334 shares

    1.84% of the 13F portfolio, value $2,128,253.

    13F-HR 0002034214-26-000002 filed by Hershey Financial Advisers, 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 21,971 shares
    Change vs previous 13F +14,442 shares

    1.39% of the 13F portfolio, value $1,648,924.

    13F-HR 0002034214-26-000001 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 7,529 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $504,669.

    13F-HR 0002034214-25-000001 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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