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VERUS WEALTH MANAGEMENT, LLC: SPHY position timeline

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

VERUS WEALTH MANAGEMENT, LLC held 185,536 SPHY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 185,536 shares
    Change vs previous 13F +3,772 shares

    2.64% of the 13F portfolio, value $4,191,258.

    13F-HR 0002042938-26-000005 filed by VERUS WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 181,764 shares
    Change vs previous 13F +12,230 shares

    3.51% of the 13F portfolio, value $4,260,548.

    13F-HR 0002042938-26-000003 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 169,534 shares
    Change vs previous 13F -7,848 shares

    3.67% of the 13F portfolio, value $3,953,533.

    13F-HR 0002042938-26-000002 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 177,382 shares
    Change vs previous 13F +2,649 shares

    3.91% of the 13F portfolio, value $4,198,632.

    13F-HR 0002042938-26-000001 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 174,733 shares
    Change vs previous 13F +7,474 shares

    3.9% of the 13F portfolio, value $4,183,108.

    13F-HR 0002042938-25-000007 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 167,259 shares
    Change vs previous 13F +9,350 shares

    4% of the 13F portfolio, value $3,980,764.

    13F-HR 0002042938-25-000005 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 157,909 shares
    Change vs previous 13F +4,717 shares

    4.05% of the 13F portfolio, value $3,698,229.

    13F-HR 0002042938-25-000004 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 153,192 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $3,595,416.

    13F-HR/A 0002042938-25-000002 filed by VERUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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