Position in SPH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,458,218
-$471,748 QoQ
Shares Held
202,235
+1.3% QoQ
Ownership
0.303%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
of 144 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $7,006,046 across 6 Utilities - Regulated Gas names. SPH ranks #1 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPH |
Suburban Propane Partners LP
This page
|
202,235 | $3,458,218 | |
| 2 | ATO |
Atmos Energy Corp
|
11,412 | $1,965,944 | |
| 3 | NI |
Nisource Inc.
|
10,235 | $486,674 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
6,166 | $458,750 | |
| 5 | OGS |
ONE Gas, Inc.
|
5,666 | $436,678 | |
| 6 | NJR |
New Jersey Resources Corp
|
3,565 | $199,782 |
All Filings in SPH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,458,218 | 202,235 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,929,966 | 199,592 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,700,528 | 199,597 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,716,795 | 199,292 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,148,673 | 169,923 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,568,275 | 169,837 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,921,196 | 169,837 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,696,471 | 150,305 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,854,140 | 150,297 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,064,438 | 149,997 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,663,946 | 149,997 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,042,667 | 127,269 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,883,581 | 127,269 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,949,761 | 127,269 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||