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Wisconsin Wealth Advisors, LLC: SPHQ position timeline

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

Wisconsin Wealth Advisors, LLC held 38,424 SPHQ shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,424 shares
    Change vs previous 13F +149 shares

    2.72% of the 13F portfolio, value $3,230,656.

    13F-HR 0001754960-26-000819 filed by Wisconsin Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,275 shares
    Change vs previous 13F +306 shares

    2.96% of the 13F portfolio, value $3,448,597.

    13F-HR 0001754960-26-000406 filed by Wisconsin 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 ended2026-03-31
    13F 37,969 shares
    Change vs previous 13F -68 shares

    2.81% of the 13F portfolio, value $2,854,852.

    13F-HR 0001754960-26-000209 filed by Wisconsin 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 ended2025-12-31
    13F 38,037 shares
    Change vs previous 13F +3,347 shares

    2.8% of the 13F portfolio, value $2,854,660.

    13F-HR 0001754960-26-000010 filed by Wisconsin 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 ended2025-09-30
    13F 34,690 shares
    Change vs previous 13F +3,473 shares

    2.42% of the 13F portfolio, value $2,542,416.

    13F-HR 0001754960-25-000633 filed by Wisconsin 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 ended2025-06-30
    13F 31,217 shares
    Change vs previous 13F +19,721 shares

    2.56% of the 13F portfolio, value $2,224,519.

    13F-HR 0001754960-25-000571 filed by Wisconsin 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 ended2025-03-31
    13F 11,496 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $762,645.

    13F-HR 0001754960-25-000572 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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