PHILLIPS FINANCIAL MANAGEMENT, LLC: INTF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PHILLIPS FINANCIAL MANAGEMENT, LLC on INTF, newest first. How the timeline and the estimate are built.
PHILLIPS FINANCIAL MANAGEMENT, LLC held 160,285 INTF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 160,285 sharesChange vs previous 13F -41,366 shares
0.48% of the 13F portfolio, value $6,565,289.
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 201,651 sharesChange vs previous 13F -30,236 shares
0.57% of the 13F portfolio, value $7,856,319.
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 231,887 sharesChange vs previous 13F -65,239 shares
0.56% of the 13F portfolio, value $8,753,719.
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 297,126 sharesChange vs previous 13F -21,270 shares
0.7% of the 13F portfolio, value $10,669,806.
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 318,396 sharesChange vs previous 13F -76,905 shares
0.79% of the 13F portfolio, value $10,898,706.
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 395,301 sharesChange vs previous 13F -27,673 shares
0.94% of the 13F portfolio, value $12,191,093.
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 422,974 sharesChange vs previous 13F -30,327 shares
0.96% of the 13F portfolio, value $12,147,908.
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 453,301 sharesChange vs previous 13F not available
1.1% of the 13F portfolio, value $14,247,237.
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).