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PHILLIPS FINANCIAL MANAGEMENT, LLC: USRT position timeline

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

PHILLIPS FINANCIAL MANAGEMENT, LLC held 94,508 USRT 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 94,508 shares
    Change vs previous 13F -27,709 shares

    0.46% of the 13F portfolio, value $6,280,060.

    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 122,217 shares
    Change vs previous 13F -42,340 shares

    0.52% of the 13F portfolio, value $7,234,027.

    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 164,557 shares
    Change vs previous 13F -837 shares

    0.6% of the 13F portfolio, value $9,373,167.

    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 165,394 shares
    Change vs previous 13F -3,851 shares

    0.64% of the 13F portfolio, value $9,711,936.

    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 169,245 shares
    Change vs previous 13F -3,546 shares

    0.69% of the 13F portfolio, value $9,572,497.

    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 172,791 shares
    Change vs previous 13F -9,232 shares

    0.77% of the 13F portfolio, value $9,952,762.

    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 182,023 shares
    Change vs previous 13F -36,105 shares

    0.82% of the 13F portfolio, value $10,431,712.

    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 218,128 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $13,430,168.

    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).