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Philip James Wealth Mangement, LLC: BTI position timeline

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

Philip James Wealth Mangement, LLC held 127,523 BTI 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 127,523 shares
    Change vs previous 13F -20,215 shares

    0.89% of the 13F portfolio, value $7,875,820.

    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 147,738 shares
    Change vs previous 13F -11,275 shares

    0.99% of the 13F portfolio, value $8,638,241.

    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 159,013 shares
    Change vs previous 13F -1,190 shares

    1.04% of the 13F portfolio, value $9,003,316.

    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 160,203 shares
    Change vs previous 13F -5,900 shares

    0.99% of the 13F portfolio, value $8,503,575.

    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 166,103 shares
    Change vs previous 13F -1,265 shares

    1% of the 13F portfolio, value $7,861,655.

    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 167,368 shares
    Change vs previous 13F +1,525 shares

    0.84% of the 13F portfolio, value $6,924,014.

    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 165,843 shares
    Change vs previous 13F -484 shares

    0.78% of the 13F portfolio, value $6,023,418.

    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 166,327 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $6,084,242.

    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).