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Philip James Wealth Mangement, LLC: VONG position timeline

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

Philip James Wealth Mangement, LLC held 46,511 VONG 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 46,511 shares
    Change vs previous 13F -2,069 shares

    0.67% of the 13F portfolio, value $5,944,528.

    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 48,580 shares
    Change vs previous 13F -19,477 shares

    0.61% of the 13F portfolio, value $5,328,780.

    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 68,057 shares
    Change vs previous 13F +295 shares

    0.96% of the 13F portfolio, value $8,285,972.

    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 67,762 shares
    Change vs previous 13F +5,451 shares

    0.95% of the 13F portfolio, value $8,165,350.

    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 62,311 shares
    Change vs previous 13F -47 shares

    0.87% of the 13F portfolio, value $6,804,413.

    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 62,358 shares
    Change vs previous 13F -321 shares

    0.7% of the 13F portfolio, value $5,786,185.

    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 62,679 shares
    Change vs previous 13F +505 shares

    0.84% of the 13F portfolio, value $6,474,775.

    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 62,174 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $6,000,991.

    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).