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Disclosery

Portland Financial Advisors Inc: SPHY position timeline

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

Portland Financial Advisors Inc held 21,821 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,821 shares
    Change vs previous 13F -20 shares

    0.93% of the 13F portfolio, value $511,484.

    13F-HR 0002054942-26-000003 filed by Portland Financial Advisors Inc
    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 21,841 shares
    Change vs previous 13F +1,555 shares

    1.06% of the 13F portfolio, value $509,332.

    13F-HR 0002054942-26-000002 filed by Portland Financial Advisors Inc
    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 20,286 shares
    Change vs previous 13F +618 shares

    1.02% of the 13F portfolio, value $480,170.

    13F-HR 0002054942-26-000001 filed by Portland Financial Advisors Inc
    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 19,668 shares
    Change vs previous 13F +1,213 shares

    1% of the 13F portfolio, value $470,852.

    13F-HR 0002054942-25-000006 filed by Portland Financial Advisors Inc
    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 18,455 shares
    Change vs previous 13F +220 shares

    1.05% of the 13F portfolio, value $439,229.

    13F-HR 0002054942-25-000003 filed by Portland Financial Advisors Inc
    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 18,235 shares
    Change vs previous 13F +7,001 shares

    1.09% of the 13F portfolio, value $427,064.

    13F-HR 0002054942-25-000002 filed by Portland Financial Advisors Inc
    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 11,234 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $263,662.

    13F-HR 0002054942-25-000001 filed by Portland Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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