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Philip James Wealth Mangement, LLC: VTRS position timeline

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

Philip James Wealth Mangement, LLC held 243,415 VTRS 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 243,415 shares
    Change vs previous 13F -17,313 shares

    0.44% of the 13F portfolio, value $3,865,430.

    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 260,728 shares
    Change vs previous 13F -8,931 shares

    0.41% of the 13F portfolio, value $3,522,435.

    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 269,659 shares
    Change vs previous 13F -18,707 shares

    0.39% of the 13F portfolio, value $3,357,255.

    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 288,366 shares
    Change vs previous 13F -99,369 shares

    0.33% of the 13F portfolio, value $2,854,823.

    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 387,735 shares
    Change vs previous 13F -234,587 shares

    0.44% of the 13F portfolio, value $3,462,474.

    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 622,322 shares
    Change vs previous 13F -27,768 shares

    0.66% of the 13F portfolio, value $5,420,425.

    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 650,090 shares
    Change vs previous 13F -11,980 shares

    1.05% of the 13F portfolio, value $8,093,620.

    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 662,070 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $7,686,610.

    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).