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Philip James Wealth Mangement, LLC: BF-B position timeline

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

Philip James Wealth Mangement, LLC held 259,241 BF-B 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 259,241 shares
    Change vs previous 13F +82,732 shares

    0.78% of the 13F portfolio, value $6,908,773.

    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 176,509 shares
    Change vs previous 13F +19,888 shares

    0.54% of the 13F portfolio, value $4,666,898.

    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 156,621 shares
    Change vs previous 13F +52,490 shares

    0.47% of the 13F portfolio, value $4,081,543.

    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 104,131 shares
    Change vs previous 13F +9,535 shares

    0.33% of the 13F portfolio, value $2,819,867.

    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 94,596 shares
    Change vs previous 13F +77,298 shares

    0.32% of the 13F portfolio, value $2,545,578.

    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 17,298 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $587,094.

    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).