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Philip James Wealth Mangement, LLC: MO position timeline

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

Philip James Wealth Mangement, LLC held 171,890 MO 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 171,890 shares
    Change vs previous 13F -22,690 shares

    1.39% of the 13F portfolio, value $12,367,486.

    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 194,580 shares
    Change vs previous 13F -11,576 shares

    1.48% of the 13F portfolio, value $12,840,345.

    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 206,156 shares
    Change vs previous 13F -1,163 shares

    1.38% of the 13F portfolio, value $11,886,934.

    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 207,319 shares
    Change vs previous 13F -12,507 shares

    1.6% of the 13F portfolio, value $13,695,470.

    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 219,826 shares
    Change vs previous 13F -1,239 shares

    1.64% of the 13F portfolio, value $12,888,398.

    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 221,065 shares
    Change vs previous 13F -5,152 shares

    1.61% of the 13F portfolio, value $13,268,297.

    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 226,217 shares
    Change vs previous 13F -1,697 shares

    1.53% of the 13F portfolio, value $11,828,879.

    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 227,914 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $11,632,738.

    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).