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SHRIER WEALTH MANAGEMENT, LLC → SPH

SHRIER WEALTH MANAGEMENT, LLC SPH Position History

Suburban Propane Partners, L.P. • Energy

Quarters held
4
Latest value
$514K
Q3 2026
Peak value
$602K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$473K
Q1 2026$602K
Q2 2026$528K
Q3 2026$514K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$514K31.3K——
Q2 2026$528K30.9K——
Q1 2026$602K30.6K——
Q4 2025$473K25.5K——

Other funds holding SPH

Other SHRIER WEALTH MANAGEMENT, LLC positions

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ETHA

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VGES

VANGUARD INTL EQUITY INDEX F

$18.9M
VGES

VANGUARD INTL EQUITY INDEX F

$18.8M
ETHA

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$18.7M