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Perigon Wealth Management, LLC: SPHY position timeline

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

Perigon Wealth Management, LLC held 129,284 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,284 shares
    Change vs previous 13F -8,884 shares

    0.05% of the 13F portfolio, value $3,030,417.

    13F-HR 0001951757-26-001189 filed by Perigon 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 138,168 shares
    Change vs previous 13F -6,438 shares

    0.06% of the 13F portfolio, value $3,222,078.

    13F-HR 0001951757-26-000567 filed by Perigon 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 144,606 shares
    Change vs previous 13F -19,112 shares

    0.06% of the 13F portfolio, value $3,422,824.

    13F-HR 0001951757-26-000202 filed by Perigon 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 163,718 shares
    Change vs previous 13F +664 shares

    0.08% of the 13F portfolio, value $3,919,409.

    13F-HR 0001951757-25-001161 filed by Perigon 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 163,054 shares
    Change vs previous 13F -43,779 shares

    0.09% of the 13F portfolio, value $3,880,687.

    13F-HR 0001951757-25-000869 filed by Perigon 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 206,833 shares
    Change vs previous 13F +13,154 shares

    0.12% of the 13F portfolio, value $4,844,039.

    13F-HR 0001951757-25-000439 filed by Perigon 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 193,679 shares
    Change vs previous 13F +62,712 shares

    0.11% of the 13F portfolio, value $4,586,309.

    13F-HR 0001951757-25-000106 filed by Perigon 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 130,967 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,149,757.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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