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Olistico Wealth, LLC: SPHQ position timeline

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

Olistico Wealth, LLC held 8,140 SPHQ shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,140 shares
    Change vs previous 13F -17 shares

    0.29% of the 13F portfolio, value $684,385.

    13F-HR 0001962695-26-000005 filed by Olistico Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,157 shares
    Change vs previous 13F -30 shares

    0.31% of the 13F portfolio, value $734,966.

    13F-HR 0001962695-26-000003 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,187 shares
    Change vs previous 13F -271 shares

    0.3% of the 13F portfolio, value $615,597.

    13F-HR 0001962695-26-000002 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,458 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $634,790.

    13F-HR 0001962695-26-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,458 shares
    Change vs previous 13F -1,003 shares

    0.33% of the 13F portfolio, value $619,903.

    13F-HR 0001962695-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,461 shares
    Change vs previous 13F -23 shares

    0.37% of the 13F portfolio, value $674,207.

    13F-HR 0001962695-25-000003 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,484 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $629,183.

    13F-HR 0001965653-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,484 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $635,727.

    13F-HR 0001962695-25-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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