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Philip James Wealth Mangement, LLC: GIS position timeline

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

Philip James Wealth Mangement, LLC held 643,999 GIS 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 643,999 shares
    Change vs previous 13F +308,865 shares

    2.52% of the 13F portfolio, value $22,411,165.

    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 335,134 shares
    Change vs previous 13F +85,518 shares

    1.43% of the 13F portfolio, value $12,473,687.

    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 249,616 shares
    Change vs previous 13F +41,461 shares

    1.34% of the 13F portfolio, value $11,607,144.

    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 208,155 shares
    Change vs previous 13F +73,877 shares

    1.22% of the 13F portfolio, value $10,495,175.

    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 134,278 shares
    Change vs previous 13F +120,007 shares

    0.89% of the 13F portfolio, value $6,956,943.

    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 14,271 shares
    Change vs previous 13F +7,339 shares

    0.1% of the 13F portfolio, value $853,263.

    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 6,932 shares
    Change vs previous 13F +3,185 shares

    0.06% of the 13F portfolio, value $442,054.

    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 3,747 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $276,716.

    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).