Skip to content
Disclosery

OakTrust Wealth Advisors, LLC: SPHQ position timeline

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

OakTrust Wealth Advisors, LLC held 73,854 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,854 shares
    Change vs previous 13F +425 shares

    5.74% of the 13F portfolio, value $6,654,263.

    13F-HR 0001951757-26-001116 filed by OakTrust Wealth Advisors, 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 73,429 shares
    Change vs previous 13F +8,668 shares

    5.03% of the 13F portfolio, value $5,521,185.

    13F-HR 0001951757-26-000717 filed by OakTrust Wealth Advisors, 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 64,761 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $4,860,353.

    13F-HR 0001951757-26-000489 filed by OakTrust Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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