Philip James Wealth Mangement, LLC: PM position timeline

Philip James Wealth Mangement, LLC held 4,229 PM 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 4,229 shares

   Change vs previous 13F -501 shares

   0.09% of the 13F portfolio, value $765,125.

   13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,730 shares

   Change vs previous 13F -24 shares

   0.09% of the 13F portfolio, value $782,025.

   13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,754 shares

   Change vs previous 13F +276 shares

   0.09% of the 13F portfolio, value $762,543.

   13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,478 shares

   Change vs previous 13F -309 shares

   0.08% of the 13F portfolio, value $726,393.

   13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,787 shares

   Change vs previous 13F -35 shares

   0.11% of the 13F portfolio, value $871,800.

   13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 4,822 shares

   Change vs previous 13F +181 shares

   0.09% of the 13F portfolio, value $765,344.

   13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 4,641 shares

   Change vs previous 13F -6 shares

   0.07% of the 13F portfolio, value $558,578.

   13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 4,647 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $564,127.

   13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).