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Disclosery

Clearstead Advisors, LLC: SPHY position timeline

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

Clearstead Advisors, LLC held 638,026 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 638,026 shares
    Change vs previous 13F +616,724 shares

    0.14% of the 13F portfolio, value $14,955,330.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 21,302 shares
    Change vs previous 13F -465,420 shares

    <0.01% of the 13F portfolio, value $496,763.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 486,722 shares
    Change vs previous 13F +354 shares

    0.15% of the 13F portfolio, value $11,520,710.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 486,368 shares
    Change vs previous 13F -17,906 shares

    0.17% of the 13F portfolio, value $11,643,650.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 504,274 shares
    Change vs previous 13F +443,007 shares

    0.17% of the 13F portfolio, value $12,001,721.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 61,267 shares
    Change vs previous 13F +986 shares

    0.02% of the 13F portfolio, value $1,434,873.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 60,281 shares
    Change vs previous 13F -574,291 shares

    0.02% of the 13F portfolio, value $1,414,795.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 634,572 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $15,261,457.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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