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Disclosery

Philip James Wealth Mangement, LLC: SOLV position timeline

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

Philip James Wealth Mangement, LLC held 17,789 SOLV 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 17,789 shares
    Change vs previous 13F -6,366 shares

    0.15% of the 13F portfolio, value $1,372,421.

    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 24,155 shares
    Change vs previous 13F -5,954 shares

    0.18% of the 13F portfolio, value $1,577,321.

    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 30,109 shares
    Change vs previous 13F -1,371 shares

    0.28% of the 13F portfolio, value $2,385,837.

    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 31,480 shares
    Change vs previous 13F -10,845 shares

    0.27% of the 13F portfolio, value $2,298,040.

    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 42,325 shares
    Change vs previous 13F -5,223 shares

    0.41% of the 13F portfolio, value $3,209,928.

    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 47,548 shares
    Change vs previous 13F -6,884 shares

    0.44% of the 13F portfolio, value $3,615,550.

    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 54,432 shares
    Change vs previous 13F -12,479 shares

    0.46% of the 13F portfolio, value $3,595,778.

    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 66,911 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,665,035.

    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).