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Disclosery

FINANCIAL LIFE ADVISORS: SPHY position timeline

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

FINANCIAL LIFE ADVISORS held 8,727 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,727 shares
    Change vs previous 13F -352,716 shares

    0.06% of the 13F portfolio, value $204,561.

    13F-HR 0001730813-26-000004 filed by FINANCIAL LIFE ADVISORS
    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 361,443 shares
    Change vs previous 13F -93,811 shares

    2.63% of the 13F portfolio, value $8,428,851.

    13F-HR 0001730813-26-000003 filed by FINANCIAL LIFE ADVISORS
    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 455,254 shares
    Change vs previous 13F +125,884 shares

    3.32% of the 13F portfolio, value $10,775,862.

    13F-HR 0001730813-26-000002 filed by FINANCIAL LIFE ADVISORS
    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 329,370 shares
    Change vs previous 13F +61,887 shares

    2.53% of the 13F portfolio, value $7,885,118.

    13F-HR 0001730813-25-000006 filed by FINANCIAL LIFE ADVISORS
    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 267,483 shares
    Change vs previous 13F +76,849 shares

    2.18% of the 13F portfolio, value $6,366,095.

    13F-HR 0001730813-25-000005 filed by FINANCIAL LIFE ADVISORS
    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 190,634 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $4,464,648.

    13F-HR 0001730813-25-000004 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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