GREENUP STREET WEALTH MANAGEMENT LLC SPH Suburban Propane Partners LP

Ownership history in GREENUP STREET WEALTH MANAGEMENT LLC  ·  8 quarters on record

AI Ownership Summary

GREENUP STREET WEALTH MANAGEMENT LLC reported Suburban Propane Partners LP (SPH) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.09% in 2024 Q2. The latest visible filing shows SPH at 0.06% 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 GREENUP STREET WEALTH MANAGEMENT LLC's position in Suburban Propane Partners LP, 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
2026 Q1

SPH was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 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 GREENUP STREET WEALTH MANAGEMENT LLC held SPH — position size vs. price
% of Fund (quarterly)    SPH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 21,706 0% 0.06% $427K 2026-04-20 $18.44
2025 Q4 UNCHANGED 21,706 0% 0.06% $405K 2026-01-22 $18.82
2025 Q3 UNCHANGED 21,706 0% 0.06% $405K 2025-10-16 $17.56
2025 Q2 ADDED 21,706 +4,200 +24.0% 0.07% $402K 2025-07-30 $17.50
2025 Q1 REDUCED 19.3% -10.4% 17,506 -4,200 -19.3% 0.07% $368K 2025-04-21 $18.48
2024 Q4 REDUCED 21,706 -719 -3.2% 0.07% $373K 2025-01-22 $17.30
2024 Q3 ADDED 22,425 +1,675 +8.1% 0.08% $402K 2024-10-16 $16.76
2024 Q2 INITIATED 20,750 0.09% $394K 2024-07-22 $16.63

FAQ About GREENUP STREET WEALTH MANAGEMENT LLC and SPH

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

How long has GREENUP STREET WEALTH MANAGEMENT LLC reported owning SPH?

GREENUP STREET WEALTH MANAGEMENT LLC reported SPH across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SPH position in GREENUP STREET WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for SPH was 0.09% in 2024 Q2.

What is the latest reported SPH position on this page?

The most recent filing on this page is 2026 Q1, when GREENUP STREET WEALTH MANAGEMENT LLC reported 21,706 shares, equal to 0.06% of portfolio, with an estimated market value of $427K.

What does the chart on this SPH ownership page compare?

The chart compares GREENUP STREET WEALTH MANAGEMENT LLC'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.

How well did GREENUP STREET WEALTH MANAGEMENT LLC time their SPH position?

Based on 13F filing dates vs. subsequent SPH price moves, GREENUP STREET WEALTH MANAGEMENT LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on SPH relative to SPY over the holding period was -8.9%.

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