Skip to content
Disclosery

Philip James Wealth Mangement, LLC: DTAN position timeline

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

Philip James Wealth Mangement, LLC held 178,378 DTAN 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 178,378 shares
    Change vs previous 13F -10,604 shares

    0.63% of the 13F portfolio, value $5,615,090.

    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 188,982 shares
    Change vs previous 13F -70,451 shares

    0.66% of the 13F portfolio, value $5,707,578.

    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 259,433 shares
    Change vs previous 13F +5,054 shares

    0.94% of the 13F portfolio, value $8,109,679.

    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 254,379 shares
    Change vs previous 13F +33,214 shares

    0.89% of the 13F portfolio, value $7,615,970.

    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 221,165 shares
    Change vs previous 13F +6,390 shares

    0.82% of the 13F portfolio, value $6,391,270.

    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 214,775 shares
    Change vs previous 13F +17,035 shares

    0.69% of the 13F portfolio, value $5,659,321.

    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 197,740 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $4,851,848.

    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).