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Disclosery

Sound Stewardship, LLC: SPHY position timeline

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

Sound Stewardship, LLC held 104,502 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,502 shares
    Change vs previous 13F +6,725 shares

    1.01% of the 13F portfolio, value $2,449,537.

    13F-HR 0002085853-26-000704 filed by Sound Stewardship, 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 97,777 shares
    Change vs previous 13F +3,951 shares

    1.04% of the 13F portfolio, value $2,280,163.

    13F-HR 0002085853-26-000359 filed by Sound Stewardship, 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 93,826 shares
    Change vs previous 13F +3,317 shares

    1.06% of the 13F portfolio, value $2,220,859.

    13F-HR 0002085853-26-000158 filed by Sound Stewardship, 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 90,509 shares
    Change vs previous 13F +4,043 shares

    1.04% of the 13F portfolio, value $2,166,794.

    13F-HR 0002085853-25-000094 filed by Sound Stewardship, 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 86,466 shares
    Change vs previous 13F +3,713 shares

    1.06% of the 13F portfolio, value $2,057,893.

    13F-HR 0001667731-25-000791 filed by Sound Stewardship, 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 82,753 shares
    Change vs previous 13F +67 shares

    1.1% of the 13F portfolio, value $1,938,074.

    13F-HR 0001667731-25-000434 filed by Sound Stewardship, 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 82,686 shares
    Change vs previous 13F +4,868 shares

    1.15% of the 13F portfolio, value $1,940,653.

    13F-HR 0001667731-25-000080 filed by Sound Stewardship, 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 77,818 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,871,515.

    13F-HR 0001998101-24-000005 filed by Sound Stewardship, LLC
    Filed (acceptance time not in the bulk data set), ingested

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