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Phillips Wealth Planners LLC: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phillips Wealth Planners LLC on ADI, newest first. How the timeline and the estimate are built.

Phillips Wealth Planners LLC held 1,110 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,110 shares
    Change vs previous 13F -30 shares

    0.31% of the 13F portfolio, value $420,723.

    13F-HR 0001951757-26-001185 filed by Phillips Wealth Planners 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 1,140 shares
    Change vs previous 13F -1,007 shares

    0.36% of the 13F portfolio, value $481,912.

    13F-HR 0001951757-26-000857 filed by Phillips Wealth Planners 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 2,147 shares
    Change vs previous 13F +10 shares

    0.53% of the 13F portfolio, value $654,771.

    13F-HR 0001951757-26-000416 filed by Phillips Wealth Planners 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 2,137 shares
    Change vs previous 13F +467 shares

    0.43% of the 13F portfolio, value $518,223.

    13F-HR 0001951757-25-001329 filed by Phillips Wealth Planners 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 1,670 shares
    Change vs previous 13F +373 shares

    0.37% of the 13F portfolio, value $409,400.

    13F-HR 0001951757-25-000619 filed by Phillips Wealth Planners 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 1,297 shares
    Change vs previous 13F -954 shares

    0.25% of the 13F portfolio, value $232,371.

    13F-HR 0001951757-25-000440 filed by Phillips Wealth Planners 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 2,251 shares
    Change vs previous 13F -41 shares

    0.48% of the 13F portfolio, value $478,045.

    13F-HR 0001951757-25-000073 filed by Phillips Wealth Planners 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 2,292 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $521,407.

    13F-HR 0001951757-24-001139 filed by Phillips Wealth Planners LLC
    Filed (acceptance time not in the bulk data set), ingested

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