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Disclosery

WBH ADVISORY INC: SPHY position timeline

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

WBH ADVISORY INC held 40,339 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,339 shares
    Change vs previous 13F +3,974 shares

    0.06% of the 13F portfolio, value $945,549.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY 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 36,365 shares
    Change vs previous 13F +4,570 shares

    0.06% of the 13F portfolio, value $845,130.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY 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 31,795 shares
    Change vs previous 13F +2,174 shares

    0.06% of the 13F portfolio, value $752,590.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY 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 29,621 shares
    Change vs previous 13F +10,573 shares

    0.05% of the 13F portfolio, value $709,119.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY 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 19,048 shares
    Change vs previous 13F +3,672 shares

    0.04% of the 13F portfolio, value $453,338.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY 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 15,376 shares
    Change vs previous 13F +5,231 shares

    0.03% of the 13F portfolio, value $360,113.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY 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 10,145 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $238,106.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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