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Disclosery

RFG Holdings, Inc.: SPHY position timeline

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

RFG Holdings, Inc. held 1,016,827 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,016,827 shares
    Change vs previous 13F +39,324 shares

    5% of the 13F portfolio, value $23,834,431.

    13F-HR 0001845210-26-000006 filed by RFG Holdings, 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 977,503 shares
    Change vs previous 13F -73,776 shares

    5.74% of the 13F portfolio, value $22,795,383.

    13F-HR 0001845210-26-000002 filed by RFG Holdings, 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 1,051,279 shares
    Change vs previous 13F -3,525 shares

    6.24% of the 13F portfolio, value $24,883,783.

    13F-HR 0001845210-26-000001 filed by RFG Holdings, 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 1,054,804 shares
    Change vs previous 13F +14,252 shares

    6.52% of the 13F portfolio, value $25,252,016.

    13F-HR 0001845210-25-000002 filed by RFG Holdings, 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 1,040,552 shares
    Change vs previous 13F +4,157 shares

    7.17% of the 13F portfolio, value $24,765,146.

    13F-HR 0001085146-25-003711 filed by RFG Holdings, 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 1,036,395 shares
    Change vs previous 13F +84,090 shares

    7.89% of the 13F portfolio, value $24,272,796.

    13F-HR 0001085146-25-002122 filed by RFG Holdings, 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 952,305 shares
    Change vs previous 13F +55,398 shares

    7.42% of the 13F portfolio, value $22,350,932.

    13F-HR 0001085146-25-000494 filed by RFG Holdings, Inc.
    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 896,907 shares
    Change vs previous 13F not available

    7.61% of the 13F portfolio, value $21,570,833.

    13F-HR 0001085146-24-004827 filed by RFG Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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