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Atlas Private Wealth Advisors: SPHY position timeline

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

Atlas Private Wealth Advisors held 116,453 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,453 shares
    Change vs previous 13F -305,003 shares

    0.6% of the 13F portfolio, value $2,729,641.

    13F-HR 0001814234-26-000005 filed by Atlas Private 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 421,456 shares
    Change vs previous 13F -3,067 shares

    2.31% of the 13F portfolio, value $9,828,338.

    13F-HR 0001814234-26-000003 filed by Atlas Private 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 424,523 shares
    Change vs previous 13F +29,294 shares

    2.35% of the 13F portfolio, value $10,048,457.

    13F-HR 0001814234-26-000002 filed by Atlas Private 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 395,229 shares
    Change vs previous 13F -341,148 shares

    2.32% of the 13F portfolio, value $9,461,767.

    13F-HR 0001814234-25-000003 filed by Atlas Private 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 736,377 shares
    Change vs previous 13F -49,926 shares

    2.26% of the 13F portfolio, value $17,525,820.

    13F-HR 0001085146-25-004509 filed by Atlas Private 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 786,303 shares
    Change vs previous 13F -188,840 shares

    2.57% of the 13F portfolio, value $18,415,026.

    13F-HR 0001085146-25-002157 filed by Atlas Private 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 975,143 shares
    Change vs previous 13F -739,868 shares

    3.25% of the 13F portfolio, value $22,886,552.

    13F-HR 0001085146-25-000358 filed by Atlas Private 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 1,715,011 shares
    Change vs previous 13F not available

    5.98% of the 13F portfolio, value $41,246,580.

    13F-HR 0001085146-24-004710 filed by Atlas Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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