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Philip James Wealth Mangement, LLC: MMM position timeline

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

Philip James Wealth Mangement, LLC held 3,683 MMM 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 3,683 shares
    Change vs previous 13F -1,590 shares

    0.07% of the 13F portfolio, value $596,315.

    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 5,273 shares
    Change vs previous 13F -1,928 shares

    0.09% of the 13F portfolio, value $765,798.

    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 7,201 shares
    Change vs previous 13F -1,247 shares

    0.13% of the 13F portfolio, value $1,152,880.

    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 8,448 shares
    Change vs previous 13F -7,731 shares

    0.15% of the 13F portfolio, value $1,310,961.

    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 16,179 shares
    Change vs previous 13F -18,730 shares

    0.31% of the 13F portfolio, value $2,463,091.

    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 34,909 shares
    Change vs previous 13F -6,886 shares

    0.62% of the 13F portfolio, value $5,126,736.

    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 41,795 shares
    Change vs previous 13F -8,929 shares

    0.7% of the 13F portfolio, value $5,395,317.

    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 50,724 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $6,933,971.

    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).