Skip to content
Disclosery

Philip James Wealth Mangement, LLC: Q position timeline

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

Philip James Wealth Mangement, LLC held 1,515 Q 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 1,515 shares
    Change vs previous 13F -575 shares

    0.03% of the 13F portfolio, value $247,456.

    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 2,090 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $241,181.

    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).