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PACIFIC FINANCIAL GROUP INC: SPHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PACIFIC FINANCIAL GROUP INC on SPHQ, newest first. How the timeline and the estimate are built.

PACIFIC FINANCIAL GROUP INC held 69,457 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,457 shares
    Change vs previous 13F +12,470 shares

    3% of the 13F portfolio, value $6,258,102.

    13F-HR 0001214659-26-010064 filed by PACIFIC FINANCIAL GROUP INC
    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 56,987 shares
    Change vs previous 13F +411 shares

    2.31% of the 13F portfolio, value $4,284,846.

    13F-HR 0001214659-26-006146 filed by PACIFIC FINANCIAL GROUP INC
    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 56,576 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $4,246,033.

    13F-HR 0001214659-26-001837 filed by PACIFIC FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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