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Disclosery

Fiduciary Alliance LLC: SPHY position timeline

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

Fiduciary Alliance LLC held 124,456 SPHY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 124,456 shares
    Change vs previous 13F +2,439 shares

    0.21% of the 13F portfolio, value $2,811,461.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 122,017 shares
    Change vs previous 13F +798 shares

    0.19% of the 13F portfolio, value $2,860,078.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 121,219 shares
    Change vs previous 13F +16,107 shares

    0.17% of the 13F portfolio, value $2,855,920.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 105,112 shares
    Change vs previous 13F +13,167 shares

    0.16% of the 13F portfolio, value $2,488,001.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 91,945 shares
    Change vs previous 13F +5,247 shares

    0.15% of the 13F portfolio, value $2,201,163.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 86,698 shares
    Change vs previous 13F -1,520 shares

    0.15% of the 13F portfolio, value $2,063,412.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 88,218 shares
    Change vs previous 13F +5,325 shares

    0.2% of the 13F portfolio, value $2,066,066.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 82,893 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,945,499.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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