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Meriwether Wealth & Planning, LLC: SPHY position timeline

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

Meriwether Wealth & Planning, LLC held 155,345 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,345 shares
    Change vs previous 13F +2,785 shares

    1.81% of the 13F portfolio, value $3,641,287.

    13F-HR 0001754960-26-000432 filed by Meriwether Wealth & Planning, LLC
    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 152,560 shares
    Change vs previous 13F +12,210 shares

    1.95% of the 13F portfolio, value $3,557,699.

    13F-HR 0001754960-26-000213 filed by Meriwether Wealth & Planning, LLC
    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 140,350 shares
    Change vs previous 13F +5,924 shares

    1.87% of the 13F portfolio, value $3,322,085.

    13F-HR 0001754960-26-000060 filed by Meriwether Wealth & Planning, LLC
    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 134,426 shares
    Change vs previous 13F +4,191 shares

    1.86% of the 13F portfolio, value $3,218,158.

    13F-HR 0001754960-25-000670 filed by Meriwether Wealth & Planning, LLC
    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 130,235 shares
    Change vs previous 13F +2,858 shares

    1.94% of the 13F portfolio, value $3,099,593.

    13F-HR 0001754960-25-000361 filed by Meriwether Wealth & Planning, LLC
    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 127,377 shares
    Change vs previous 13F +15,986 shares

    1.95% of the 13F portfolio, value $2,983,169.

    13F-HR 0001754960-25-000230 filed by Meriwether Wealth & Planning, LLC
    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 111,391 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $2,614,347.

    13F-HR 0001754960-25-000113 filed by Meriwether Wealth & Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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