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Disclosery

Philip James Wealth Mangement, LLC: HSY position timeline

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

Philip James Wealth Mangement, LLC held 22,955 HSY 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 22,955 shares
    Change vs previous 13F -2,338 shares

    0.45% of the 13F portfolio, value $4,027,455.

    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 25,293 shares
    Change vs previous 13F -48 shares

    0.6% of the 13F portfolio, value $5,258,162.

    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 25,341 shares
    Change vs previous 13F -71 shares

    0.53% of the 13F portfolio, value $4,611,555.

    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 25,412 shares
    Change vs previous 13F +354 shares

    0.55% of the 13F portfolio, value $4,753,315.

    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 25,058 shares
    Change vs previous 13F +23,350 shares

    0.53% of the 13F portfolio, value $4,158,375.

    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 1,708 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $292,119.

    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).