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Philip James Wealth Mangement, LLC: SCIO position timeline

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

Philip James Wealth Mangement, LLC held 90,246 SCIO 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 90,246 shares
    Change vs previous 13F -6,800 shares

    0.21% of the 13F portfolio, value $1,865,385.

    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 97,046 shares
    Change vs previous 13F -48,881 shares

    0.23% of the 13F portfolio, value $2,003,029.

    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 145,927 shares
    Change vs previous 13F -2,652 shares

    0.35% of the 13F portfolio, value $3,035,283.

    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 148,579 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,083,757.

    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).