PHILLIPS FINANCIAL MANAGEMENT, LLC: GNR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PHILLIPS FINANCIAL MANAGEMENT, LLC on GNR, newest first. How the timeline and the estimate are built.
PHILLIPS FINANCIAL MANAGEMENT, LLC held 57,694 GNR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 57,694 sharesChange vs previous 13F +2,559 shares
0.28% of the 13F portfolio, value $3,883,445.
13F-HR 0001398344-26-013343 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 55,135 sharesChange vs previous 13F -5,383 shares
0.3% of the 13F portfolio, value $4,114,184.
13F-HR 0001398344-26-006583 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 60,518 sharesChange vs previous 13F -10,071 shares
0.24% of the 13F portfolio, value $3,760,565.
13F-HR 0001398344-26-001240 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 70,589 sharesChange vs previous 13F +741 shares
0.28% of the 13F portfolio, value $4,179,567.
13F-HR 0001398344-25-019723 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 69,848 sharesChange vs previous 13F +11,471 shares
0.27% of the 13F portfolio, value $3,788,487.
13F-HR 0001398344-25-014160 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 58,377 sharesChange vs previous 13F -89 shares
0.24% of the 13F portfolio, value $3,108,557.
13F-HR 0001398344-25-008201 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 58,466 sharesChange vs previous 13F +26 shares
0.23% of the 13F portfolio, value $2,909,252.
13F-HR 0001398344-25-002272 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 58,440 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $3,370,263.
13F-HR 0001398344-24-020182 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).