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Philip James Wealth Mangement, LLC: RIO position timeline

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

Philip James Wealth Mangement, LLC held 14,592 RIO 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 14,592 shares
    Change vs previous 13F -3,504 shares

    0.16% of the 13F portfolio, value $1,385,219.

    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 18,096 shares
    Change vs previous 13F -1,710 shares

    0.19% of the 13F portfolio, value $1,688,176.

    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 19,806 shares
    Change vs previous 13F -600 shares

    0.18% of the 13F portfolio, value $1,585,074.

    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 20,406 shares
    Change vs previous 13F -2,661 shares

    0.16% of the 13F portfolio, value $1,347,000.

    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 23,067 shares
    Change vs previous 13F -244 shares

    0.17% of the 13F portfolio, value $1,345,498.

    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 23,311 shares
    Change vs previous 13F +887 shares

    0.17% of the 13F portfolio, value $1,400,525.

    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 22,424 shares
    Change vs previous 13F +3,530 shares

    0.17% of the 13F portfolio, value $1,318,755.

    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 18,894 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,344,686.

    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).