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Philip James Wealth Mangement, LLC: FTCB position timeline

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

Philip James Wealth Mangement, LLC held 178,704 FTCB 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 178,704 shares
    Change vs previous 13F -13,323 shares

    0.42% of the 13F portfolio, value $3,726,872.

    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 192,027 shares
    Change vs previous 13F -96,210 shares

    0.46% of the 13F portfolio, value $4,024,886.

    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 288,237 shares
    Change vs previous 13F -6,875 shares

    0.71% of the 13F portfolio, value $6,119,264.

    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 295,112 shares
    Change vs previous 13F -8,352 shares

    0.73% of the 13F portfolio, value $6,288,832.

    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 303,464 shares
    Change vs previous 13F +3,911 shares

    0.82% of the 13F portfolio, value $6,390,952.

    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 299,553 shares
    Change vs previous 13F +43,042 shares

    0.76% of the 13F portfolio, value $6,287,617.

    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 256,511 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $5,296,952.

    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).