Phillips Wealth Planners LLC: AVT position timeline

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

Phillips Wealth Planners LLC held 0 AVT shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

period ended2025-09-30
13F 0 shares
Change vs previous 13F -3,814 shares
13F-HR 0001951757-25-001329 filed by Phillips Wealth Planners LLC
Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-06-30
13F 3,814 shares
Change vs previous 13F not available
0.19% of the 13F portfolio, value $214,576.
13F-HR 0001951757-25-000619 filed by Phillips Wealth Planners LLC
Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).