Position in SPH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$40,851
-$6,188 QoQ
Shares Held
2,389
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 144 holders
Holding Since
Mar 2021
20 quarters on record
Common Shares in SPH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Spire Wealth Management holds $447,397 across 7 Utilities - Regulated Gas names. SPH ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
2,104 | $362,455 | |
| 2 | SPH |
Suburban Propane Partners LP
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|
2,389 | $40,851 | |
| 3 | NI |
Nisource Inc.
|
585 | $27,816 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
186 | $7,161 | |
| 5 | OGS |
ONE Gas, Inc.
|
86 | $6,628 | |
| 6 | UGI |
Ugi Corp /Pa/
|
44 | $1,519 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
13 | $967 |
All Filings in SPH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,851 | 2,389 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $47,039 | 2,389 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $44,292 | 2,389 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $43,790 | 2,348 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $42,730 | 2,306 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $47,629 | 2,267 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $38,992 | 2,267 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $40,669 | 2,267 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $43,050 | 2,267 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $44,271 | 2,167 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $38,485 | 2,167 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $34,780 | 2,167 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $29,851 | 2,017 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $30,900 | 2,017 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $77,093 | 5,052 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $81,337 | 5,052 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $74,011 | 5,052 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $77,548 | 5,052 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $77,497 | 5,052 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $95,618 | 6,452 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||