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Disclosery

FOSTER & MOTLEY INC: SPHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOSTER & MOTLEY INC on SPHY, newest first. How the timeline and the estimate are built.

FOSTER & MOTLEY INC held 113,681 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,681 shares
    Change vs previous 13F +11,560 shares

    0.12% of the 13F portfolio, value $2,665,000.

    13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY INC
    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 102,121 shares
    Change vs previous 13F +18,518 shares

    0.12% of the 13F portfolio, value $2,381,000.

    13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY INC
    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 83,603 shares
    Change vs previous 13F +11,322 shares

    0.11% of the 13F portfolio, value $1,979,000.

    13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY INC
    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 72,281 shares
    Change vs previous 13F +11,677 shares

    0.09% of the 13F portfolio, value $1,730,000.

    13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY INC
    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 60,604 shares
    Change vs previous 13F +4,683 shares

    0.08% of the 13F portfolio, value $1,442,000.

    13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY INC
    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 55,921 shares
    Change vs previous 13F +1,002 shares

    0.08% of the 13F portfolio, value $1,310,000.

    13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY INC
    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 54,919 shares
    Change vs previous 13F -3,191 shares

    0.08% of the 13F portfolio, value $1,289,000.

    13F-HR 0001163902-25-000001 filed by FOSTER & MOTLEY INC
    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 58,110 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,398,000.

    13F-HR 0001163902-24-000009 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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