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PLANWISER FINANCIAL, LLC: SPHY position timeline

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

PLANWISER FINANCIAL, LLC held 157,816 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 157,816 shares
    Change vs previous 13F +144,327 shares

    2.57% of the 13F portfolio, value $3,699,207.

    13F-HR 0002043741-26-000001 filed by PLANWISER 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 13,489 shares
    Change vs previous 13F +1,808 shares

    0.23% of the 13F portfolio, value $317,792.

    13F-HR 0001986152-26-000083 filed by PLANWISER 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/A 11,681 shares
    Change vs previous 13F -121,201 shares

    0.21% of the 13F portfolio, value $278,363.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER 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 132,882 shares
    Change vs previous 13F +68,728 shares

    2.49% of the 13F portfolio, value $3,134,678.

    13F-HR 0001986152-25-000105 filed by PLANWISER 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 64,154 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,522,375.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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