Highline Wealth Partners
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Highline Wealth Partners’s Suburban Propane Partners SPH Stock Holding History

Highline Wealth Partners’s Portfolio SPH Stock Details SPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.4K Sell
1,000
-1,000
-50% -$17.6K ﹤0.01% 495
2026
Q2 		$34.2K Buy
+2,000
New +$38.3K 0.01% 293

Other funds holding SPH

Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Shrier Wealth Management
Shrier Wealth Management Los Angeles, California $298M AUM 16.52% 1-Year Est. Return
October Effect
October Effect Virginia Beach, Virginia $98.3M AUM 66.25% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spirit of America Management Corp
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
Farmers & Merchants Trust Co of Chambersburg PA
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
Princeton Global Asset Management
Princeton Global Asset Management Princeton, New Jersey $692M AUM 20.31% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Highline Wealth Partners's SPH Position: Q3 2026 in Review

Highline Wealth Partners reduced its Suburban Propane Partners (SPH) stake by 50% in Q3 2026, selling an estimated $17.6K and leaving 1,000 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Highline Wealth Partners first reported a position in SPH in Q2 2026 and has held it in 2 quarters since. The position peaked at $34.2K in Q2 2026. 25 funds tracked by Wall St. Rank hold SPH as of Q3 2026.

  • Highline Wealth Partners held 1,000 shares of Suburban Propane Partners worth $16.4K as of Q3 2026.
  • Highline Wealth Partners sold 1,000 Suburban Propane Partners shares in Q3 2026, an estimated $17.6K.
  • Suburban Propane Partners made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #495 holding.
  • Highline Wealth Partners first reported a position in Suburban Propane Partners in Q2 2026 and has held it in 2 quarters since.
  • Highline Wealth Partners's Suburban Propane Partners position peaked at $34.2K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.