Skip to content
Disclosery

Philip James Wealth Mangement, LLC: INFL position timeline

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

Philip James Wealth Mangement, LLC held 98,702 INFL 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 98,702 shares
    Change vs previous 13F -3,369 shares

    0.55% of the 13F portfolio, value $4,916,633.

    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 102,071 shares
    Change vs previous 13F -45,942 shares

    0.61% of the 13F portfolio, value $5,313,837.

    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 148,013 shares
    Change vs previous 13F +3,685 shares

    0.76% of the 13F portfolio, value $6,580,656.

    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 144,328 shares
    Change vs previous 13F -6,449 shares

    0.75% of the 13F portfolio, value $6,450,726.

    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 150,777 shares
    Change vs previous 13F +1,846 shares

    0.81% of the 13F portfolio, value $6,358,252.

    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 148,931 shares
    Change vs previous 13F +579 shares

    0.74% of the 13F portfolio, value $6,054,065.

    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 148,352 shares
    Change vs previous 13F +854 shares

    0.73% of the 13F portfolio, value $5,649,244.

    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 147,498 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $5,544,433.

    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).