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IFP Advisors, Inc: SPHY position timeline

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

IFP Advisors, Inc held 202,937 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,937 shares
    Change vs previous 13F +27,029 shares

    0.09% of the 13F portfolio, value $4,756,843.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, 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 175,908 shares
    Change vs previous 13F +10,721 shares

    0.09% of the 13F portfolio, value $4,102,175.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, 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 165,187 shares
    Change vs previous 13F +14,033 shares

    0.09% of the 13F portfolio, value $3,909,976.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, 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/A 151,154 shares
    Change vs previous 13F +7,231 shares

    0.09% of the 13F portfolio, value $3,618,627.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, 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 143,923 shares
    Change vs previous 13F +126,232 shares

    0.1% of the 13F portfolio, value $3,425,366.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, 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 17,691 shares
    Change vs previous 13F +4,570 shares

    0.01% of the 13F portfolio, value $414,328.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, 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 13,121 shares
    Change vs previous 13F -1,821 shares

    0.01% of the 13F portfolio, value $307,954.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, 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 14,942 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $359,362.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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