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Sagace Wealth Management LLC: SPHQ position timeline

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

Sagace Wealth Management LLC held 20,291 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,291 shares
    Change vs previous 13F +4,125 shares

    1.16% of the 13F portfolio, value $1,828,219.

    13F-HR 0002027449-26-000003 filed by Sagace Wealth Management 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 16,166 shares
    Change vs previous 13F -398 shares

    0.82% of the 13F portfolio, value $1,215,522.

    13F-HR 0002027449-26-000002 filed by Sagace Wealth Management 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 16,564 shares
    Change vs previous 13F -347 shares

    0.85% of the 13F portfolio, value $1,243,128.

    13F-HR 0002027449-26-000001 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 16,911 shares
    Change vs previous 13F -13,312 shares

    0.84% of the 13F portfolio, value $1,239,407.

    13F-HR 0002027449-25-000007 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 30,223 shares
    Change vs previous 13F -7,801 shares

    1.61% of the 13F portfolio, value $2,153,691.

    13F-HR 0002027449-25-000004 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 38,024 shares
    Change vs previous 13F +893 shares

    1.91% of the 13F portfolio, value $2,522,512.

    13F-HR 0002027449-25-000002 filed by Sagace Wealth Management LLC
    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 37,131 shares
    Change vs previous 13F -31,550 shares

    1.87% of the 13F portfolio, value $2,488,891.

    13F-HR 0002027449-25-000001 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 68,681 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $4,677,863.

    13F-HR 0002027449-24-000002 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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