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Disclosery

AE Wealth Management LLC: SPHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on SPHY, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 278,112 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 278,112 shares
    Change vs previous 13F -54,960 shares

    0.03% of the 13F portfolio, value $6,518,950.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 333,072 shares
    Change vs previous 13F +23,930 shares

    0.04% of the 13F portfolio, value $7,767,263.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 309,142 shares
    Change vs previous 13F +59,017 shares

    0.04% of the 13F portfolio, value $7,317,412.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 250,125 shares
    Change vs previous 13F -60,102 shares

    0.04% of the 13F portfolio, value $5,987,946.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 310,227 shares
    Change vs previous 13F +30,938 shares

    0.05% of the 13F portfolio, value $7,383,431.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 279,289 shares
    Change vs previous 13F +12,181 shares

    0.06% of the 13F portfolio, value $6,540,999.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 267,108 shares
    Change vs previous 13F +74,408 shares

    0.05% of the 13F portfolio, value $6,269,030.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 192,700 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,634,459.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).