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Philip James Wealth Mangement, LLC: CEF position timeline

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

Philip James Wealth Mangement, LLC held 9,275 CEF 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 9,275 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $373,133.

    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 9,275 shares
    Change vs previous 13F -13,760 shares

    0.05% of the 13F portfolio, value $442,603.

    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 23,035 shares
    Change vs previous 13F -7,040 shares

    0.12% of the 13F portfolio, value $1,055,003.

    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 30,075 shares
    Change vs previous 13F -37,940 shares

    0.13% of the 13F portfolio, value $1,103,452.

    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 68,015 shares
    Change vs previous 13F -252,627 shares

    0.26% of the 13F portfolio, value $2,047,252.

    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 320,642 shares
    Change vs previous 13F -27,190 shares

    1.11% of the 13F portfolio, value $9,109,439.

    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 347,832 shares
    Change vs previous 13F -17,649 shares

    1.07% of the 13F portfolio, value $8,264,488.

    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 365,481 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $8,950,630.

    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).