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Avior Wealth Management, LLC: SPHY position timeline

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

Avior Wealth Management, LLC held 20,277 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,277 shares
    Change vs previous 13F -1,995 shares

    0.01% of the 13F portfolio, value $475,296.

    13F-HR 0001754960-26-000402 filed by Avior 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 22,272 shares
    Change vs previous 13F +434 shares

    0.01% of the 13F portfolio, value $519,389.

    13F-HR 0001754960-26-000212 filed by Avior 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 21,838 shares
    Change vs previous 13F -24,351 shares

    0.02% of the 13F portfolio, value $516,912.

    13F-HR 0001754960-26-000005 filed by Avior 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 46,189 shares
    Change vs previous 13F -4,585 shares

    0.04% of the 13F portfolio, value $1,105,764.

    13F-HR 0001754960-25-000798 filed by Avior 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 50,774 shares
    Change vs previous 13F -2,631 shares

    0.04% of the 13F portfolio, value $1,208,412.

    13F-HR 0001754960-25-000419 filed by Avior 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 53,405 shares
    Change vs previous 13F -5,853 shares

    0.05% of the 13F portfolio, value $1,250,748.

    13F-HR 0001754960-25-000218 filed by Avior 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 59,258 shares
    Change vs previous 13F -18,441 shares

    0.05% of the 13F portfolio, value $1,390,808.

    13F-HR 0001599868-25-000001 filed by Avior 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 77,699 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,868,671.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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