Phillips Wealth Planners LLC: CFR position timeline

Phillips Wealth Planners LLC held 1,555 CFR 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 1,555 shares

   Change vs previous 13F -10 shares

   0.18% of the 13F portfolio, value $244,586.

   13F-HR 0001951757-26-001185 filed by Phillips Wealth Planners LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,565 shares

   Change vs previous 13F -17 shares

   0.16% of the 13F portfolio, value $212,292.

   13F-HR 0001951757-26-000857 filed by Phillips Wealth Planners LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,582 shares

   Change vs previous 13F -57 shares

   0.18% of the 13F portfolio, value $226,748.

   13F-HR 0001951757-26-000416 filed by Phillips Wealth Planners LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,639 shares

   Change vs previous 13F -10 shares

   0.17% of the 13F portfolio, value $209,743.

   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).

5. period ended2025-06-30

   13F 1,649 shares

   Change vs previous 13F +1,649 shares

   0.2% of the 13F portfolio, value $225,072.

   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).

6. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -1,655 shares

   13F-HR 0001951757-25-000440 filed by Phillips Wealth Planners LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

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

7. period ended2024-12-31

   13F 1,655 shares

   Change vs previous 13F -24 shares

   0.22% of the 13F portfolio, value $219,470.

   13F-HR 0001951757-25-000073 filed by Phillips Wealth Planners LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,679 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $206,937.

   13F-HR 0001951757-24-001139 filed by Phillips Wealth Planners LLC
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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