Skip to content
Disclosery

Kestra Advisory Services, LLC: SPHY position timeline

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

Kestra Advisory Services, LLC held 599,927 SPHY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 599,927 shares
    Change vs previous 13F +375,819 shares

    0.05% of the 13F portfolio, value $14,062,293.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, 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 224,108 shares
    Change vs previous 13F +37,037 shares

    0.02% of the 13F portfolio, value $5,226,199.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, 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 187,071 shares
    Change vs previous 13F +104,755 shares

    0.02% of the 13F portfolio, value $4,427,964.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, 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 82,316 shares
    Change vs previous 13F -4,758 shares

    0.01% of the 13F portfolio, value $1,970,642.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, 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 87,074 shares
    Change vs previous 13F +33,442 shares

    0.01% of the 13F portfolio, value $2,072,354.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, 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/A 53,632 shares
    Change vs previous 13F -37,067 shares

    0.01% of the 13F portfolio, value $1,256,061.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 53,632 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 90,699 shares
    Change vs previous 13F -196,264 shares

    0.01% of the 13F portfolio, value $2,128,716.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,872 shares
    • Kestra Advisory Services, LLC: 78,505 shares
    • Kestra Investment Management, LLC: 1,322 shares

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

  8. period ended2024-09-30
    13F 286,963 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,901,454.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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