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Philip James Wealth Mangement, LLC: RKT position timeline

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

Philip James Wealth Mangement, LLC held 867,907 RKT 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 867,907 shares
    Change vs previous 13F +123,526 shares

    1.54% of the 13F portfolio, value $13,669,535.

    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 744,381 shares
    Change vs previous 13F -11,177 shares

    1.22% of the 13F portfolio, value $10,607,429.

    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 755,558 shares
    Change vs previous 13F +3,435 shares

    1.69% of the 13F portfolio, value $14,627,603.

    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 752,123 shares
    Change vs previous 13F -11,544 shares

    1.7% of the 13F portfolio, value $14,576,144.

    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 763,667 shares
    Change vs previous 13F -2,530 shares

    1.38% of the 13F portfolio, value $10,828,798.

    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 766,197 shares
    Change vs previous 13F +461,472 shares

    1.13% of the 13F portfolio, value $9,247,998.

    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 304,725 shares
    Change vs previous 13F -50,216 shares

    0.44% of the 13F portfolio, value $3,431,204.

    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 354,941 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $6,811,318.

    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).