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Phillips Wealth Planners LLC: CBOE position timeline

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

Phillips Wealth Planners LLC held 0 CBOE shares at 2025-06-30 per its 13F-HR filed 2025-07-11.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,867 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 1,867 shares
    Change vs previous 13F -2 shares

    0.42% of the 13F portfolio, value $401,573.

    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).

  3. period ended2024-12-31
    13F 1,869 shares
    Change vs previous 13F +41 shares

    0.36% of the 13F portfolio, value $356,867.

    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).

  4. period ended2024-09-30
    13F 1,828 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $385,150.

    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).