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Philip James Wealth Mangement, LLC: ITAN position timeline

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

Philip James Wealth Mangement, LLC held 180,664 ITAN 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 180,664 shares
    Change vs previous 13F -9,042 shares

    0.85% of the 13F portfolio, value $7,557,175.

    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 189,706 shares
    Change vs previous 13F -78,381 shares

    0.78% of the 13F portfolio, value $6,802,402.

    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 268,087 shares
    Change vs previous 13F +4,475 shares

    1.15% of the 13F portfolio, value $9,928,929.

    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 263,612 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $9,151,291.

    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).