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Arkadios Wealth Advisors: SPHY position timeline

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

Arkadios Wealth Advisors held 355,300 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 355,300 shares
    Change vs previous 13F +31,863 shares

    0.13% of the 13F portfolio, value $8,328,222.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 323,437 shares
    Change vs previous 13F -12,851 shares

    0.12% of the 13F portfolio, value $7,542,545.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 336,288 shares
    Change vs previous 13F +62,273 shares

    0.16% of the 13F portfolio, value $7,959,935.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 274,015 shares
    Change vs previous 13F +137,436 shares

    0.16% of the 13F portfolio, value $6,559,909.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 136,579 shares
    Change vs previous 13F +67,810 shares

    0.1% of the 13F portfolio, value $3,250,578.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 68,769 shares
    Change vs previous 13F +34,554 shares

    0.06% of the 13F portfolio, value $1,610,560.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 34,215 shares
    Change vs previous 13F +5,206 shares

    0.04% of the 13F portfolio, value $803,028.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 29,009 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $697,670.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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