Skip to content
Disclosery

Carl P. Sherr & Co., LLC: SPHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carl P. Sherr & Co., LLC on SPHY, newest first. How the timeline and the estimate are built.

Carl P. Sherr & Co., LLC held 204,072 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 204,072 shares
    Change vs previous 13F +13,393 shares

    2% of the 13F portfolio, value $4,783,456.

    13F-HR 0001818535-26-000005 filed by Carl P. Sherr & Co., 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 190,679 shares
    Change vs previous 13F +2,882 shares

    2.09% of the 13F portfolio, value $4,446,631.

    13F-HR 0001818535-26-000003 filed by Carl P. Sherr & Co., 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 187,797 shares
    Change vs previous 13F +9,159 shares

    2% of the 13F portfolio, value $4,473,330.

    13F-HR 0001818535-26-000001 filed by Carl P. Sherr & Co., 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 178,638 shares
    Change vs previous 13F +7,491 shares

    2.03% of the 13F portfolio, value $4,276,586.

    13F-HR 0001818535-25-000006 filed by Carl P. Sherr & Co., 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 171,147 shares
    Change vs previous 13F +5,642 shares

    2.06% of the 13F portfolio, value $4,073,305.

    13F-HR 0001818535-25-000004 filed by Carl P. Sherr & Co., 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 165,505 shares
    Change vs previous 13F +61,787 shares

    2.12% of the 13F portfolio, value $3,876,134.

    13F-HR 0001818535-25-000002 filed by Carl P. Sherr & Co., 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 103,718 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,434,265.

    13F-HR 0001818535-25-000001 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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