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Edmonds Duncan Registered Investment Advisors, LLC: SPHY position timeline

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

Edmonds Duncan Registered Investment Advisors, LLC held 32,518 SPHY shares at 2024-09-30 per its 13F-HR filed 2024-11-13.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 32,518 shares
    Change vs previous 13F +2,573 shares

    0.17% of the 13F portfolio, value $782,050.

    13F-HR 0001668155-24-000004 filed by Edmonds Duncan Registered Investment 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 ended2024-06-30
    13F 29,945 shares
    Change vs previous 13F +703 shares

    0.17% of the 13F portfolio, value $695,621.

    13F-HR 0001668155-24-000003 filed by Edmonds Duncan Registered Investment 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 ended2024-03-31
    13F 29,242 shares
    Change vs previous 13F +838 shares

    0.17% of the 13F portfolio, value $686,025.

    13F-HR 0001668155-24-000002 filed by Edmonds Duncan Registered Investment 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 ended2023-12-31
    13F 28,404 shares
    Change vs previous 13F +939 shares

    0.17% of the 13F portfolio, value $664,086.

    13F-HR 0001668155-24-000001 filed by Edmonds Duncan Registered Investment 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 ended2023-09-30
    13F 27,465 shares
    Change vs previous 13F -5,984 shares

    0.17% of the 13F portfolio, value $615,777.

    13F-HR 0001668155-23-000004 filed by Edmonds Duncan Registered Investment 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 ended2023-06-30
    13F 33,449 shares
    Change vs previous 13F +1,370 shares

    0.23% of the 13F portfolio, value $763,969.

    13F-HR 0001668155-23-000003 filed by Edmonds Duncan Registered Investment 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 ended2023-03-31
    13F 32,079 shares
    Change vs previous 13F +987 shares

    0.23% of the 13F portfolio, value $737,170.

    13F-HR 0001668155-23-000002 filed by Edmonds Duncan Registered Investment 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 ended2022-12-31
    13F 31,092 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $694,604.

    13F-HR 0001668155-23-000001 filed by Edmonds Duncan Registered Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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