Skip to content
Disclosery

Philip James Wealth Mangement, LLC: FTLS position timeline

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

Philip James Wealth Mangement, LLC held 88,991 FTLS 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 88,991 shares
    Change vs previous 13F -3,457 shares

    0.74% of the 13F portfolio, value $6,561,090.

    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 92,448 shares
    Change vs previous 13F -40,117 shares

    0.75% of the 13F portfolio, value $6,504,659.

    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 132,565 shares
    Change vs previous 13F +1,062 shares

    1.09% of the 13F portfolio, value $9,410,755.

    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 131,503 shares
    Change vs previous 13F +8,625 shares

    1.07% of the 13F portfolio, value $9,198,638.

    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 122,878 shares
    Change vs previous 13F +233 shares

    1.04% of the 13F portfolio, value $8,144,372.

    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 122,645 shares
    Change vs previous 13F +1,701 shares

    0.96% of the 13F portfolio, value $7,859,078.

    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 120,944 shares
    Change vs previous 13F +782 shares

    1.03% of the 13F portfolio, value $7,959,317.

    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 120,162 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $7,626,673.

    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).