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Disclosery

Philip James Wealth Mangement, LLC: JAZZ position timeline

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

Philip James Wealth Mangement, LLC held 14,473 JAZZ 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 14,473 shares
    Change vs previous 13F -986 shares

    0.39% of the 13F portfolio, value $3,487,584.

    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 15,459 shares
    Change vs previous 13F -477 shares

    0.34% of the 13F portfolio, value $2,922,524.

    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 15,936 shares
    Change vs previous 13F -96 shares

    0.31% of the 13F portfolio, value $2,709,120.

    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 16,032 shares
    Change vs previous 13F +235 shares

    0.25% of the 13F portfolio, value $2,112,988.

    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 15,797 shares
    Change vs previous 13F +4,675 shares

    0.21% of the 13F portfolio, value $1,676,370.

    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 11,122 shares
    Change vs previous 13F +463 shares

    0.17% of the 13F portfolio, value $1,380,792.

    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 10,659 shares
    Change vs previous 13F +3,205 shares

    0.17% of the 13F portfolio, value $1,312,656.

    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 7,454 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $830,443.

    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).