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Philip James Wealth Mangement, LLC: INTC position timeline

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

Philip James Wealth Mangement, LLC held 163,366 INTC 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 163,366 shares
    Change vs previous 13F -438,416 shares

    2.57% of the 13F portfolio, value $22,810,795.

    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 601,782 shares
    Change vs previous 13F -94,052 shares

    3.05% of the 13F portfolio, value $26,556,640.

    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 695,834 shares
    Change vs previous 13F -38,646 shares

    2.97% of the 13F portfolio, value $25,676,275.

    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 734,480 shares
    Change vs previous 13F -12,012 shares

    2.88% of the 13F portfolio, value $24,641,804.

    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 746,492 shares
    Change vs previous 13F +983 shares

    2.13% of the 13F portfolio, value $16,721,421.

    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 745,509 shares
    Change vs previous 13F -32,572 shares

    2.06% of the 13F portfolio, value $16,930,509.

    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 778,081 shares
    Change vs previous 13F -429,104 shares

    2.02% of the 13F portfolio, value $15,600,524.

    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 1,207,185 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $28,320,560.

    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).