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Northwest Financial Advisors: SPHQ position timeline

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

Northwest Financial Advisors held 86,604 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,604 shares
    Change vs previous 13F +40,544 shares

    1.04% of the 13F portfolio, value $7,803,032.

    13F-HR 0002085853-26-000863 filed by Northwest Financial Advisors
    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 46,060 shares
    Change vs previous 13F +4,614 shares

    6.68% of the 13F portfolio, value $3,463,266.

    13F-HR 0002085853-26-000498 filed by Northwest Financial Advisors
    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 41,446 shares
    Change vs previous 13F +7,076 shares

    6.4% of the 13F portfolio, value $3,110,562.

    13F-HR 0002085853-26-000079 filed by Northwest Financial Advisors
    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 34,370 shares
    Change vs previous 13F -874 shares

    3.24% of the 13F portfolio, value $2,518,941.

    13F-HR 0002010635-25-000008 filed by Northwest Financial Advisors
    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 35,244 shares
    Change vs previous 13F -17,613 shares

    3.5% of the 13F portfolio, value $2,511,507.

    13F-HR 0002010635-25-000007 filed by Northwest Financial Advisors
    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 52,857 shares
    Change vs previous 13F +8,448 shares

    2.91% of the 13F portfolio, value $3,506,556.

    13F-HR 0002010635-25-000004 filed by Northwest Financial Advisors
    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 44,409 shares
    Change vs previous 13F +9,591 shares

    2.46% of the 13F portfolio, value $2,976,718.

    13F-HR 0002010635-25-000001 filed by Northwest Financial Advisors
    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 34,818 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $2,342,212.

    13F-HR 0001398344-24-020541 filed by Northwest Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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