Skip to content
Disclosery

Serenus Wealth Advisors, LLC: SPHQ position timeline

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

Serenus Wealth Advisors, LLC held 123,461 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,461 shares
    Change vs previous 13F +31,674 shares

    1.94% of the 13F portfolio, value $11,123,816.

    13F-HR 0001765380-26-000283 filed by Serenus Wealth Advisors, 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 91,787 shares
    Change vs previous 13F +28,360 shares

    1.38% of the 13F portfolio, value $6,901,454.

    13F-HR 0001765380-26-000126 filed by Serenus Wealth Advisors, 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 63,427 shares
    Change vs previous 13F +20,039 shares

    0.92% of the 13F portfolio, value $4,760,194.

    13F-HR 0001765380-26-000048 filed by Serenus Wealth Advisors, 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 43,388 shares
    Change vs previous 13F +31,714 shares

    0.54% of the 13F portfolio, value $3,179,907.

    13F-HR 0001765380-25-000444 filed by Serenus Wealth Advisors, 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 11,674 shares
    Change vs previous 13F +1,227 shares

    0.14% of the 13F portfolio, value $831,889.

    13F-HR 0001765380-25-000373 filed by Serenus Wealth Advisors, 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 10,447 shares
    Change vs previous 13F +805 shares

    0.12% of the 13F portfolio, value $693,054.

    13F-HR 0001765380-25-000180 filed by Serenus Wealth Advisors, 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 9,642 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $646,303.

    13F-HR 0001765380-25-000016 filed by Serenus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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