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Disclosery

Elm3 Financial Group, LLC: SPHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elm3 Financial Group, LLC on SPHY, newest first. How the timeline and the estimate are built.

Elm3 Financial Group, LLC held 104,194 SPHY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 104,194 shares
    Change vs previous 13F -2,168 shares

    1.57% of the 13F portfolio, value $2,353,743.

    13F-HR 0002011201-26-000005 filed by Elm3 Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 106,362 shares
    Change vs previous 13F +2,536 shares

    1.71% of the 13F portfolio, value $2,493,118.

    13F-HR 0002011201-26-000003 filed by Elm3 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 103,826 shares
    Change vs previous 13F +34,127 shares

    2.05% of the 13F portfolio, value $2,421,220.

    13F-HR 0002011201-26-000002 filed by Elm3 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 69,699 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,649,775.

    13F-HR 0002011201-26-000001 filed by Elm3 Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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