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Philip James Wealth Mangement, LLC: KHC position timeline

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

Philip James Wealth Mangement, LLC held 374,700 KHC 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 374,700 shares
    Change vs previous 13F +205,545 shares

    1% of the 13F portfolio, value $8,850,414.

    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 169,155 shares
    Change vs previous 13F +24,516 shares

    0.44% of the 13F portfolio, value $3,804,296.

    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 144,639 shares
    Change vs previous 13F -75,508 shares

    0.41% of the 13F portfolio, value $3,507,496.

    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 220,147 shares
    Change vs previous 13F +7,418 shares

    0.67% of the 13F portfolio, value $5,732,628.

    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 212,729 shares
    Change vs previous 13F +26,158 shares

    0.7% of the 13F portfolio, value $5,492,663.

    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 186,571 shares
    Change vs previous 13F +7,748 shares

    0.69% of the 13F portfolio, value $5,677,356.

    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 178,823 shares
    Change vs previous 13F +2,835 shares

    0.71% of the 13F portfolio, value $5,491,654.

    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 175,988 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $6,178,939.

    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).