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RFG Advisory, LLC: SPHY position timeline

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

RFG Advisory, LLC held 237,138 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,138 shares
    Change vs previous 13F +26,921 shares

    0.09% of the 13F portfolio, value $5,558,507.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 210,217 shares
    Change vs previous 13F -4,984 shares

    0.09% of the 13F portfolio, value $4,902,258.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 215,201 shares
    Change vs previous 13F +88,353 shares

    0.1% of the 13F portfolio, value $5,093,797.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 126,848 shares
    Change vs previous 13F -13,967 shares

    0.06% of the 13F portfolio, value $3,036,738.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 140,815 shares
    Change vs previous 13F -18,276 shares

    0.08% of the 13F portfolio, value $3,351,391.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 159,091 shares
    Change vs previous 13F +58,522 shares

    0.1% of the 13F portfolio, value $3,725,912.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 100,569 shares
    Change vs previous 13F +5,709 shares

    0.07% of the 13F portfolio, value $2,360,361.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 94,860 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,281,377.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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