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Disclosery

Modern Wealth Management, LLC: SPHY position timeline

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

Modern Wealth Management, LLC held 135,727 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 135,727 shares
    Change vs previous 13F +22,923 shares

    0.04% of the 13F portfolio, value $3,181,456.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, 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 112,804 shares
    Change vs previous 13F +13,570 shares

    0.05% of the 13F portfolio, value $2,621,559.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, 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 99,234 shares
    Change vs previous 13F -5,183 shares

    0.04% of the 13F portfolio, value $2,348,867.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, 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 104,417 shares
    Change vs previous 13F -42,288 shares

    0.05% of the 13F portfolio, value $2,499,744.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, 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/A 146,705 shares
    Change vs previous 13F +66,269 shares

    0.09% of the 13F portfolio, value $3,491,582.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, 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/A 80,436 shares
    Change vs previous 13F +21,584 shares

    0.06% of the 13F portfolio, value $1,883,815.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, 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/A 58,852 shares
    Change vs previous 13F +14,113 shares

    0.05% of the 13F portfolio, value $1,381,260.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    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/A 44,739 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,075,903.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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