Skip to content
Disclosery

IMS Capital Management: SPHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IMS Capital Management on SPHD, newest first. How the timeline and the estimate are built.

IMS Capital Management held 15,404 SPHD shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 15,404 shares
    Change vs previous 13F +105 shares

    0.35% of the 13F portfolio, value $761,745.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 15,299 shares
    Change vs previous 13F -1,904 shares

    0.34% of the 13F portfolio, value $727,627.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 17,203 shares
    Change vs previous 13F -3,915 shares

    0.44% of the 13F portfolio, value $864,127.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 21,118 shares
    Change vs previous 13F +113 shares

    0.47% of the 13F portfolio, value $1,020,227.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 21,005 shares
    Change vs previous 13F -28 shares

    0.48% of the 13F portfolio, value $1,062,241.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 21,033 shares
    Change vs previous 13F +326 shares

    0.47% of the 13F portfolio, value $1,015,253.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 20,707 shares
    Change vs previous 13F -444 shares

    0.43% of the 13F portfolio, value $919,396.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 21,151 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $897,022.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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