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Philip James Wealth Mangement, LLC: CGNX position timeline

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

Philip James Wealth Mangement, LLC held 4,975 CGNX 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 4,975 shares
    Change vs previous 13F -1,917 shares

    0.04% of the 13F portfolio, value $360,290.

    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 6,892 shares
    Change vs previous 13F -133 shares

    0.04% of the 13F portfolio, value $337,639.

    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 7,025 shares
    Change vs previous 13F +161 shares

    0.03% of the 13F portfolio, value $252,760.

    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 6,864 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $310,939.

    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).