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Schwallier Wealth Management LLC: SPHQ position timeline

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

Schwallier Wealth Management LLC held 166,099 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,099 shares
    Change vs previous 13F -210,397 shares

    9.45% of the 13F portfolio, value $14,965,500.

    13F-HR 0001934951-26-000003 filed by Schwallier 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 376,496 shares
    Change vs previous 13F -6,907 shares

    20.68% of the 13F portfolio, value $28,308,764.

    13F-HR 0001934951-26-000002 filed by Schwallier 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 383,403 shares
    Change vs previous 13F -24,587 shares

    18.96% of the 13F portfolio, value $29,671,572.

    13F-HR 0001934951-26-000001 filed by Schwallier 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 407,990 shares
    Change vs previous 13F -24,599 shares

    18.67% of the 13F portfolio, value $29,901,563.

    13F-HR 0001934951-25-000004 filed by Schwallier 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 432,589 shares
    Change vs previous 13F +59,468 shares

    18.84% of the 13F portfolio, value $30,826,259.

    13F-HR 0001934951-25-000001 filed by Schwallier 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 373,121 shares
    Change vs previous 13F -72,940 shares

    18.28% of the 13F portfolio, value $24,752,856.

    13F-HR 0001934951-25-000002 filed by Schwallier 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 446,061 shares
    Change vs previous 13F +904 shares

    22.75% of the 13F portfolio, value $29,899,483.

    13F-HR 0001807270-25-000002 filed by Schwallier 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 445,157 shares
    Change vs previous 13F not available

    21.43% of the 13F portfolio, value $29,945,708.

    13F-HR 0001934951-24-000009 filed by Schwallier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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