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Philip James Wealth Mangement, LLC: ACWX position timeline

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

Philip James Wealth Mangement, LLC held 37,648 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,648 shares
    Change vs previous 13F -4,335 shares

    0.32% of the 13F portfolio, value $2,865,404.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 41,983 shares
    Change vs previous 13F -4,642 shares

    0.33% of the 13F portfolio, value $2,874,573.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 46,625 shares
    Change vs previous 13F -536 shares

    0.36% of the 13F portfolio, value $3,129,961.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 47,161 shares
    Change vs previous 13F -3,795 shares

    0.36% of the 13F portfolio, value $3,065,932.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 50,956 shares
    Change vs previous 13F +171 shares

    0.4% of the 13F portfolio, value $3,105,238.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 50,785 shares
    Change vs previous 13F -16,160 shares

    0.34% of the 13F portfolio, value $2,816,044.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, 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 66,945 shares
    Change vs previous 13F -202,242 shares

    0.45% of the 13F portfolio, value $3,491,851.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, 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 269,187 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $15,402,878.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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