Ruggaard & Associates LLC: SPHQ position timeline

Ruggaard & Associates LLC held 138,254 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 138,254 shares

   Change vs previous 13F -1,990 shares

   4.47% of the 13F portfolio, value $12,456,704.

   13F-HR 0001971230-26-000003 filed by Ruggaard & Associates LLC
   Filed 2026-08-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 140,244 shares

   Change vs previous 13F -6,245 shares

   4.18% of the 13F portfolio, value $10,544,910.

   13F-HR 0001971230-26-000002 filed by Ruggaard & Associates LLC
   Filed 2026-05-26 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 146,489 shares

   Change vs previous 13F -13,383 shares

   4.33% of the 13F portfolio, value $10,994,016.

   13F-HR 0001971230-26-000001 filed by Ruggaard & Associates LLC
   Filed 2026-02-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 159,872 shares

   Change vs previous 13F +909 shares

   4.38% of the 13F portfolio, value $11,717,000.

   13F-HR 0001971230-25-000006 filed by Ruggaard & Associates LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 158,963 shares

   Change vs previous 13F not available

   4.55% of the 13F portfolio, value $11,327,718.

   13F-HR 0001971230-25-000005 filed by Ruggaard & Associates LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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