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Philip James Wealth Mangement, LLC: CE position timeline

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

Philip James Wealth Mangement, LLC held 19,261 CE 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 19,261 shares
    Change vs previous 13F +9,247 shares

    0.1% of the 13F portfolio, value $886,006.

    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 10,014 shares
    Change vs previous 13F -991 shares

    0.08% of the 13F portfolio, value $658,621.

    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 11,005 shares
    Change vs previous 13F +1,407 shares

    0.05% of the 13F portfolio, value $465,291.

    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 9,598 shares
    Change vs previous 13F +1,175 shares

    0.05% of the 13F portfolio, value $403,884.

    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 8,423 shares
    Change vs previous 13F +1,004 shares

    0.06% of the 13F portfolio, value $466,045.

    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 7,419 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $421,177.

    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).