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LMCG INVESTMENTS, LLC: SPHQ position timeline

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

LMCG INVESTMENTS, LLC held 47,414 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 47,414 shares
    Change vs previous 13F -1,821 shares

    0.23% of the 13F portfolio, value $4,272,001.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, 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 49,235 shares
    Change vs previous 13F -877 shares

    0.22% of the 13F portfolio, value $3,701,980.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, 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 50,112 shares
    Change vs previous 13F +296 shares

    0.21% of the 13F portfolio, value $3,760,906.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, 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 49,816 shares
    Change vs previous 13F +3,580 shares

    0.21% of the 13F portfolio, value $3,651,015.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, 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 46,236 shares
    Change vs previous 13F -6,544 shares

    0.21% of the 13F portfolio, value $3,294,777.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, 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 52,780 shares
    Change vs previous 13F +418 shares

    0.23% of the 13F portfolio, value $3,501,425.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, 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 52,362 shares
    Change vs previous 13F -526 shares

    0.22% of the 13F portfolio, value $3,509,825.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, 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 52,888 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,557,776.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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