SPH β€” SUBURBAN PROPANE PARTNERS L

Ownership history in AVANTAX ADVISORY SERVICES, INC.  Β·  6 quarters on record

AI Ownership Summary

AVANTAX ADVISORY SERVICES, INC. reported SUBURBAN PROPANE PARTNERS L (SPH) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q1. The latest visible filing shows SPH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AVANTAX ADVISORY SERVICES, INC.'s position in SUBURBAN PROPANE PARTNERS L, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

SPH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AVANTAX ADVISORY SERVICES, INC. held SPH β€” position size vs. price
% of Fund (quarterly)    SPH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED 23,568 +818 +3.6% 0.00% $495K 2025-05-06 $19.00
2024 Q4 ADDED 22,750 +480 +2.2% 0.00% $391K 2025-02-10 $19.96
2024 Q3 REDUCED 22,270 -172 -0.8% 0.00% $400K 2024-11-13 $17.27
2024 Q2 REDUCED 22,442 -553 -2.4% 0.00% $426K 2024-08-09 $15.38
2024 Q1 ADDED 22,995 +5,113 +28.6% 0.00% $470K 2024-05-08 $17.90
2023 Q4 INITIATED 17,882 β€” β€” 0.00% $318K 2024-02-07 $17.20

🏒 Other funds also holding SPH

As of 2026 Q1 β€” sorted by position size

MB, LEVIS & ASSOCIATES, LLC 0.0% Farther Finance Advisors, LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About AVANTAX ADVISORY SERVICES, INC. and SPH

These are the practical questions this page is built to answer before you even open the full history table.

How long has AVANTAX ADVISORY SERVICES, INC. reported owning SPH?

AVANTAX ADVISORY SERVICES, INC. reported SPH across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported SPH position in AVANTAX ADVISORY SERVICES, INC.'s portfolio?

The largest reported portfolio weight for SPH was 0.00% in 2024 Q1.

What is the latest reported SPH position on this page?

The most recent filing on this page is 2025 Q1, when AVANTAX ADVISORY SERVICES, INC. reported 23,568 shares, equal to 0.00% of portfolio, with an estimated market value of $495K.

What does the chart on this SPH ownership page compare?

The chart compares AVANTAX ADVISORY SERVICES, INC.'s quarterly SPH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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