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Strategies Wealth Advisors, LLC: SPHQ position timeline

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

Strategies Wealth Advisors, LLC held 141,035 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 141,035 shares
    Change vs previous 13F -4,056 shares

    1.14% of the 13F portfolio, value $12,707,222.

    13F-HR 0001976435-26-000004 filed by Strategies 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 145,091 shares
    Change vs previous 13F -10,784 shares

    1.1% of the 13F portfolio, value $10,909,373.

    13F-HR 0001976435-26-000003 filed by Strategies 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 155,875 shares
    Change vs previous 13F -2,441 shares

    1.17% of the 13F portfolio, value $11,698,382.

    13F-HR 0001976435-26-000001 filed by Strategies 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 158,316 shares
    Change vs previous 13F -7,350 shares

    1.21% of the 13F portfolio, value $11,602,966.

    13F-HR 0000905729-25-000182 filed by Strategies 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 165,666 shares
    Change vs previous 13F +41,834 shares

    1.29% of the 13F portfolio, value $11,805,367.

    13F-HR 0000905729-25-000134 filed by Strategies 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 123,832 shares
    Change vs previous 13F +3,316 shares

    1% of the 13F portfolio, value $8,215,041.

    13F-HR 0000905729-25-000093 filed by Strategies 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 120,516 shares
    Change vs previous 13F -930 shares

    1.06% of the 13F portfolio, value $8,481,948.

    13F-HR 0000905729-25-000031 filed by Strategies Wealth Advisors, 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 121,446 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $8,169,656.

    13F-HR 0001976435-24-000007 filed by Strategies Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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