Skip to content
Disclosery

CARY STREET PARTNERS ASSET MANAGEMENT LLC: SPHY position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 146,146 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,146 shares
    Change vs previous 13F +2,591 shares

    0.07% of the 13F portfolio, value $3,425,659.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 117,546 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 28,600 shares

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

  2. period ended2026-03-31
    13F 143,555 shares
    Change vs previous 13F +10,244 shares

    0.08% of the 13F portfolio, value $3,347,709.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 121,144 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 22,411 shares

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

  3. period ended2025-12-31
    13F 133,311 shares
    Change vs previous 13F +11,228 shares

    0.07% of the 13F portfolio, value $3,155,483.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 113,520 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 19,791 shares

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

  4. period ended2025-09-30
    13F 122,083 shares
    Change vs previous 13F +11,154 shares

    0.08% of the 13F portfolio, value $2,922,663.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL 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 110,929 shares
    Change vs previous 13F +10,280 shares

    0.07% of the 13F portfolio, value $2,640,115.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL 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 100,649 shares
    Change vs previous 13F +14,360 shares

    0.07% of the 13F portfolio, value $2,357,190.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL 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 86,289 shares
    Change vs previous 13F +4,187 shares

    0.07% of the 13F portfolio, value $2,025,191.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 86,289 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  8. period ended2024-09-30
    13F 82,102 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,974,570.

    13F-HR 0001845445-24-000006 filed by CARY STREET PARTNERS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 28,290 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 53,812 shares

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