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Philip James Wealth Mangement, LLC: WCMI position timeline

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

Philip James Wealth Mangement, LLC held 262,053 WCMI 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 262,053 shares
    Change vs previous 13F -20,219 shares

    0.58% of the 13F portfolio, value $5,128,377.

    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 282,272 shares
    Change vs previous 13F -117,135 shares

    0.54% of the 13F portfolio, value $4,733,701.

    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 399,407 shares
    Change vs previous 13F +1,511 shares

    0.79% of the 13F portfolio, value $6,793,911.

    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 397,896 shares
    Change vs previous 13F +43,384 shares

    0.78% of the 13F portfolio, value $6,712,506.

    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 354,512 shares
    Change vs previous 13F +8,562 shares

    0.72% of the 13F portfolio, value $5,640,286.

    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 345,950 shares
    Change vs previous 13F +26,079 shares

    0.6% of the 13F portfolio, value $4,891,733.

    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 319,871 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,209,502.

    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).