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Philip James Wealth Mangement, LLC: CTA position timeline

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

Philip James Wealth Mangement, LLC held 198,784 CTA 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 198,784 shares
    Change vs previous 13F -17,041 shares

    0.58% of the 13F portfolio, value $5,156,459.

    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 215,825 shares
    Change vs previous 13F -81,056 shares

    0.75% of the 13F portfolio, value $6,522,245.

    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 296,881 shares
    Change vs previous 13F +4,953 shares

    0.94% of the 13F portfolio, value $8,092,980.

    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 291,928 shares
    Change vs previous 13F +84,490 shares

    0.95% of the 13F portfolio, value $8,165,234.

    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 207,438 shares
    Change vs previous 13F +8,371 shares

    0.71% of the 13F portfolio, value $5,546,892.

    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 199,067 shares
    Change vs previous 13F +36,960 shares

    0.72% of the 13F portfolio, value $5,892,383.

    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 162,107 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,521,164.

    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).