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PHILLIPS FINANCIAL MANAGEMENT, LLC: IBDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PHILLIPS FINANCIAL MANAGEMENT, LLC on IBDR, newest first. How the timeline and the estimate are built.

PHILLIPS FINANCIAL MANAGEMENT, LLC held 136,269 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,269 shares
    Change vs previous 13F -1,044 shares

    0.24% of the 13F portfolio, value $3,301,798.

    13F-HR 0001398344-26-013343 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 137,313 shares
    Change vs previous 13F +20,000 shares

    0.24% of the 13F portfolio, value $3,328,467.

    13F-HR 0001398344-26-006583 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 117,313 shares
    Change vs previous 13F +10,000 shares

    0.18% of the 13F portfolio, value $2,842,494.

    13F-HR 0001398344-26-001240 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 107,313 shares
    Change vs previous 13F +17,857 shares

    0.17% of the 13F portfolio, value $2,607,706.

    13F-HR 0001398344-25-019723 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 89,456 shares
    Change vs previous 13F -377 shares

    0.16% of the 13F portfolio, value $2,169,308.

    13F-HR 0001398344-25-014160 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 89,833 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $2,174,857.

    13F-HR 0001398344-25-008201 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 89,833 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $2,162,280.

    13F-HR 0001398344-25-002272 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 89,833 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,182,942.

    13F-HR 0001398344-24-020182 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).