Skip to content
Disclosery

Philip James Wealth Mangement, LLC: CB position timeline

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

Philip James Wealth Mangement, LLC held 104,308 CB 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 104,308 shares
    Change vs previous 13F +13,009 shares

    4% of the 13F portfolio, value $35,541,857.

    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 91,299 shares
    Change vs previous 13F +27,099 shares

    3.42% of the 13F portfolio, value $29,756,958.

    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 64,200 shares
    Change vs previous 13F +13,412 shares

    2.32% of the 13F portfolio, value $20,037,952.

    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 50,788 shares
    Change vs previous 13F +36,034 shares

    1.67% of the 13F portfolio, value $14,334,999.

    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 14,754 shares
    Change vs previous 13F +9,700 shares

    0.55% of the 13F portfolio, value $4,274,465.

    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 5,054 shares
    Change vs previous 13F +4,170 shares

    0.19% of the 13F portfolio, value $1,526,332.

    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 884 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $244,345.

    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 883 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $254,527.

    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).