Skip to content
Disclosery

BOK Financial Private Wealth, Inc.: SPHY position timeline

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

BOK Financial Private Wealth, Inc. held 2,209 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 2,209 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $51,779.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, Inc.
    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 2,228 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $51,957.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, Inc.
    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 2,241 shares
    Change vs previous 13F +70 shares

    <0.01% of the 13F portfolio, value $53,045.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    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 2,171 shares
    Change vs previous 13F -1,232 shares

    <0.01% of the 13F portfolio, value $51,974.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    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 3,403 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $80,992.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    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 3,377 shares
    Change vs previous 13F -146 shares

    0.01% of the 13F portfolio, value $79,090.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    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 3,523 shares
    Change vs previous 13F -1,515 shares

    0.01% of the 13F portfolio, value $82,685.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    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 5,038 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $121,164.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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