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Philip James Wealth Mangement, LLC: PYPL position timeline

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

Philip James Wealth Mangement, LLC held 283,951 PYPL 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 283,951 shares
    Change vs previous 13F +68,550 shares

    1.38% of the 13F portfolio, value $12,261,004.

    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 215,401 shares
    Change vs previous 13F +159,591 shares

    1.12% of the 13F portfolio, value $9,742,587.

    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 55,810 shares
    Change vs previous 13F +8,145 shares

    0.38% of the 13F portfolio, value $3,258,188.

    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 47,665 shares
    Change vs previous 13F +15,404 shares

    0.37% of the 13F portfolio, value $3,196,415.

    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 32,261 shares
    Change vs previous 13F +978 shares

    0.31% of the 13F portfolio, value $2,397,638.

    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 31,283 shares
    Change vs previous 13F -1,136 shares

    0.25% of the 13F portfolio, value $2,041,216.

    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 32,419 shares
    Change vs previous 13F -4,235 shares

    0.36% of the 13F portfolio, value $2,766,962.

    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 36,654 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,860,112.

    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).