Skip to content
Disclosery

Philip James Wealth Mangement, LLC: JMUB position timeline

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

Philip James Wealth Mangement, LLC held 30,145 JMUB 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 30,145 shares
    Change vs previous 13F -2,058 shares

    0.17% of the 13F portfolio, value $1,527,004.

    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 32,203 shares
    Change vs previous 13F -4,125 shares

    0.19% of the 13F portfolio, value $1,609,830.

    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 36,328 shares
    Change vs previous 13F +718 shares

    0.21% of the 13F portfolio, value $1,834,556.

    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 35,610 shares
    Change vs previous 13F -7,600 shares

    0.21% of the 13F portfolio, value $1,797,238.

    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 43,210 shares
    Change vs previous 13F +706 shares

    0.27% of the 13F portfolio, value $2,144,950.

    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 42,504 shares
    Change vs previous 13F +7,692 shares

    0.26% of the 13F portfolio, value $2,125,186.

    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 34,812 shares
    Change vs previous 13F +41 shares

    0.23% of the 13F portfolio, value $1,745,819.

    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 34,771 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,782,709.

    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).