Skip to content
Disclosery

Alaska Permanent Capital Management, LLC: SPHY position timeline

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

Alaska Permanent Capital Management, LLC held 1,090,306 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,090,306 shares
    Change vs previous 13F +266,263 shares

    1.04% of the 13F portfolio, value $25,534,093.

    13F-HR 0001398344-26-014080 filed by Alaska Permanent Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 885,285 shares
    • Alaska Wealth Advisors, LLC: 205,021 shares

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

  2. period ended2026-03-31
    13F 824,043 shares
    Change vs previous 13F +87,056 shares

    0.85% of the 13F portfolio, value $19,178,399.

    13F-HR 0001398344-26-007165 filed by Alaska Permanent Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 635,087 shares
    • Alaska Wealth Advisors, LLC: 188,956 shares

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

  3. period ended2025-12-31
    13F 736,987 shares
    Change vs previous 13F -11,338 shares

    0.83% of the 13F portfolio, value $17,431,478.

    13F-HR 0001398344-26-003005 filed by Alaska Permanent Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 553,396 shares
    • Alaska Wealth Advisors, LLC: 183,591 shares

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

  4. period ended2025-09-30
    13F 748,325 shares
    Change vs previous 13F +571,693 shares

    0.84% of the 13F portfolio, value $17,893,197.

    13F-HR 0001398344-25-020109 filed by Alaska Permanent Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 569,852 shares
    • Alaska Wealth Advisors, LLC: 178,473 shares

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

  5. period ended2025-06-30
    13F 176,632 shares
    Change vs previous 13F -1,895 shares

    0.21% of the 13F portfolio, value $4,203,749.

    13F-HR 0001398344-25-014061 filed by Alaska Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 1,322 shares
    • Alaska Wealth Advisors, LLC: 175,310 shares

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

  6. period ended2025-03-31
    13F 178,527 shares
    Change vs previous 13F -13,360 shares

    0.23% of the 13F portfolio, value $4,181,102.

    13F-HR 0001398344-25-008403 filed by Alaska Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 12 shares
    • Alaska Wealth Advisors, LLC: 178,515 shares

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

  7. period ended2024-12-31
    13F 191,887 shares
    Change vs previous 13F +168,060 shares

    0.24% of the 13F portfolio, value $4,503,588.

    13F-HR 0001398344-25-001378 filed by Alaska Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 12 shares
    • Alaska Wealth Advisors, LLC: 191,875 shares

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

  8. period ended2024-09-30
    13F 23,827 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $573,039.

    13F-HR 0001398344-24-019929 filed by Alaska Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Alaska Permanent Capital Management, LLC: 12 shares
    • Alaska Wealth Advisors, LLC: 23,815 shares

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