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Philip James Wealth Mangement, LLC: NAT position timeline

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

Philip James Wealth Mangement, LLC held 1,294,603 NAT 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 1,294,603 shares
    Change vs previous 13F -22,984 shares

    0.81% of the 13F portfolio, value $7,172,101.

    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 1,317,587 shares
    Change vs previous 13F +574 shares

    0.89% of the 13F portfolio, value $7,721,060.

    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 1,317,013 shares
    Change vs previous 13F -874 shares

    0.52% of the 13F portfolio, value $4,530,525.

    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 1,317,887 shares
    Change vs previous 13F +14,015 shares

    0.48% of the 13F portfolio, value $4,138,165.

    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 1,303,872 shares
    Change vs previous 13F +36,494 shares

    0.44% of the 13F portfolio, value $3,429,183.

    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 1,267,378 shares
    Change vs previous 13F +60,968 shares

    0.38% of the 13F portfolio, value $3,117,750.

    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 1,206,410 shares
    Change vs previous 13F +97,819 shares

    0.39% of the 13F portfolio, value $3,016,025.

    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 1,108,591 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,068,529.

    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).