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Philip James Wealth Mangement, LLC: ALLY position timeline

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

Philip James Wealth Mangement, LLC held 109,742 ALLY 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 109,742 shares
    Change vs previous 13F -5,988 shares

    0.57% of the 13F portfolio, value $5,042,649.

    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 115,730 shares
    Change vs previous 13F -14,921 shares

    0.52% of the 13F portfolio, value $4,540,089.

    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 130,651 shares
    Change vs previous 13F -9,242 shares

    0.69% of the 13F portfolio, value $5,917,192.

    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 139,893 shares
    Change vs previous 13F -7,135 shares

    0.64% of the 13F portfolio, value $5,483,791.

    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 147,028 shares
    Change vs previous 13F -73,712 shares

    0.73% of the 13F portfolio, value $5,726,731.

    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 220,740 shares
    Change vs previous 13F -6,523 shares

    0.98% of the 13F portfolio, value $8,050,395.

    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 227,263 shares
    Change vs previous 13F -10,282 shares

    1.06% of the 13F portfolio, value $8,183,741.

    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 237,545 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $8,454,219.

    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).