Martel Wealth Advisors LLC: SPHY position timeline

Martel Wealth Advisors LLC held 97,475 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 97,475 shares

   Change vs previous 13F +2,224 shares

   0.36% of the 13F portfolio, value $2,284,814.

   13F-HR 0001214659-26-008472 filed by Martel Wealth Advisors LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 95,251 shares

   Change vs previous 13F +4,213 shares

   0.38% of the 13F portfolio, value $2,221,253.

   13F-HR 0001214659-26-005396 filed by Martel Wealth Advisors LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 91,038 shares

   Change vs previous 13F +3,195 shares

   0.37% of the 13F portfolio, value $2,154,869.

   13F-HR 0001214659-26-000683 filed by Martel Wealth Advisors LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 87,843 shares

   Change vs previous 13F +3,587 shares

   0.37% of the 13F portfolio, value $2,102,961.

   13F-HR 0001214659-25-014927 filed by Martel Wealth Advisors LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 84,256 shares

   Change vs previous 13F not available

   0.37% of the 13F portfolio, value $2,005,293.

   13F-HR 0001214659-25-010550 filed by Martel Wealth Advisors LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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