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Disclosery

L.M. KOHN & COMPANY: SPHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on SPHD, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 23,967 SPHD shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 23,967 shares
    Change vs previous 13F +2,348 shares

    1.42% of the 13F portfolio, value $1,185,183.

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 21,619 shares
    Change vs previous 13F +1,172 shares

    0.28% of the 13F portfolio, value $1,028,207.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 20,447 shares
    Change vs previous 13F -227 shares

    0.27% of the 13F portfolio, value $1,027,047.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    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 20,674 shares
    Change vs previous 13F -27,897 shares

    0.26% of the 13F portfolio, value $998,767.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 48,571 shares
    Change vs previous 13F +28,975 shares

    0.62% of the 13F portfolio, value $2,456,249.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 19,596 shares
    Change vs previous 13F -74 shares

    0.24% of the 13F portfolio, value $870,659.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 19,670 shares
    Change vs previous 13F +5 shares

    0.25% of the 13F portfolio, value $873,355.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 19,665 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $833,980.

    13F-HR 0001214659-24-002225 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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