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Philip James Wealth Mangement, LLC: HPQ position timeline

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

Philip James Wealth Mangement, LLC held 115,269 HPQ 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 115,269 shares
    Change vs previous 13F +40,528 shares

    0.28% of the 13F portfolio, value $2,529,003.

    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 74,741 shares
    Change vs previous 13F -63,430 shares

    0.17% of the 13F portfolio, value $1,435,783.

    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 138,171 shares
    Change vs previous 13F -73,573 shares

    0.36% of the 13F portfolio, value $3,078,451.

    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 211,744 shares
    Change vs previous 13F -27,200 shares

    0.67% of the 13F portfolio, value $5,765,789.

    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 238,944 shares
    Change vs previous 13F -46,315 shares

    0.75% of the 13F portfolio, value $5,844,570.

    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 285,259 shares
    Change vs previous 13F -28,662 shares

    0.96% of the 13F portfolio, value $7,898,822.

    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 313,921 shares
    Change vs previous 13F -82,083 shares

    1.32% of the 13F portfolio, value $10,243,242.

    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 396,004 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $14,204,663.

    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).