PHILLIPS FINANCIAL MANAGEMENT, LLC: IBMS position timeline

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

PHILLIPS FINANCIAL MANAGEMENT, LLC held 13,574 IBMS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 13,574 shares
Change vs previous 13F 0 shares
0.03% of the 13F portfolio, value $351,159.
13F-HR 0001398344-26-013343 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 13,574 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $350,616.
13F-HR 0001398344-26-006583 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC
Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).