Philip James Wealth Mangement, LLC: IJS position timeline

Philip James Wealth Mangement, LLC held 0 IJS shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,264 shares

   13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,264 shares

   Change vs previous 13F +150 shares

   0.03% of the 13F portfolio, value $225,200.

   13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 2,114 shares

   Change vs previous 13F -142 shares

   0.03% of the 13F portfolio, value $206,040.

   13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 2,256 shares

   Change vs previous 13F +10 shares

   0.03% of the 13F portfolio, value $245,021.

   13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 2,246 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $241,770.

   13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).