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Disclosery

Capital Analysts, LLC: SPHY position timeline

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

Capital Analysts, LLC held 2,566,978 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 2,566,978 shares
    Change vs previous 13F +183,732 shares

    1.39% of the 13F portfolio, value $60,170,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 2,383,246 shares
    Change vs previous 13F +36,667 shares

    1.46% of the 13F portfolio, value $55,577,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 2,346,579 shares
    Change vs previous 13F +46,879 shares

    1.54% of the 13F portfolio, value $55,544,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 2,299,700 shares
    Change vs previous 13F +77,160 shares

    1.61% of the 13F portfolio, value $55,055,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 2,222,540 shares
    Change vs previous 13F +70,995 shares

    1.76% of the 13F portfolio, value $52,896,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, 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 2,151,545 shares
    Change vs previous 13F +166,582 shares

    1.88% of the 13F portfolio, value $50,389,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, 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 1,984,963 shares
    Change vs previous 13F +28,192 shares

    1.87% of the 13F portfolio, value $46,587,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, 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 1,956,771 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $47,060,000.

    13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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