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Michels Family Financial, LLC: SPHY position timeline

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

Michels Family Financial, LLC held 136,293 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,293 shares
    Change vs previous 13F +1,509 shares

    2.05% of the 13F portfolio, value $3,194,707.

    13F-HR 0001214659-26-010286 filed by Michels Family Financial, 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 134,784 shares
    Change vs previous 13F +2,817 shares

    2.27% of the 13F portfolio, value $3,143,158.

    13F-HR 0001214659-26-005035 filed by Michels Family Financial, 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 131,967 shares
    Change vs previous 13F +7,712 shares

    2.29% of the 13F portfolio, value $3,123,649.

    13F-HR 0001214659-26-002176 filed by Michels Family Financial, 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 124,255 shares
    Change vs previous 13F +4,394 shares

    2.32% of the 13F portfolio, value $2,974,670.

    13F-HR 0001214659-25-016133 filed by Michels Family Financial, 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 119,861 shares
    Change vs previous 13F +3,335 shares

    2.43% of the 13F portfolio, value $2,852,694.

    13F-HR 0001214659-25-010478 filed by Michels Family Financial, 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 116,526 shares
    Change vs previous 13F +3,065 shares

    2.47% of the 13F portfolio, value $2,729,032.

    13F-HR 0001214659-25-007892 filed by Michels Family Financial, 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 113,461 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $2,662,919.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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