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Disclosery

Wealth Forward, LLC: SPHY position timeline

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

Wealth Forward, LLC held 234,315 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 234,315 shares
    Change vs previous 13F +802 shares

    2.74% of the 13F portfolio, value $5,492,353.

    13F-HR 0002012773-26-000003 filed by Wealth Forward, 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 233,513 shares
    Change vs previous 13F +2,261 shares

    3.07% of the 13F portfolio, value $5,445,533.

    13F-HR 0002012773-26-000002 filed by Wealth Forward, 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 231,252 shares
    Change vs previous 13F +3,717 shares

    3.09% of the 13F portfolio, value $5,473,737.

    13F-HR 0002012773-26-000001 filed by Wealth Forward, 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 227,535 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $5,447,195.

    13F-HR 0002012773-25-000007 filed by Wealth Forward, LLC
    Filed (acceptance time not in the bulk data set), ingested

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