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VIAWEALTH, LLC: SPHD position timeline

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

VIAWEALTH, LLC held 41,524 SPHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,524 shares
    Change vs previous 13F +1,677 shares

    1.06% of the 13F portfolio, value $2,111,058.

    13F-HR 0001965401-26-000007 filed by VIAWEALTH, 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 39,847 shares
    Change vs previous 13F +2,808 shares

    1.1% of the 13F portfolio, value $1,976,789.

    13F-HR 0001965401-26-000004 filed by VIAWEALTH, 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 37,039 shares
    Change vs previous 13F +11,410 shares

    1% of the 13F portfolio, value $1,777,855.

    13F-HR 0001965401-26-000002 filed by VIAWEALTH, 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 25,629 shares
    Change vs previous 13F +25,629 shares

    0.69% of the 13F portfolio, value $1,267,338.

    13F-HR 0001965401-25-000005 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -3,993 shares

    13F-HR 0001085146-25-000980 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 3,993 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $201,902.

    13F-HR 0001085146-24-005569 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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