Phillips Wealth Planners LLC: EMR position timeline

Phillips Wealth Planners LLC held 2,442 EMR 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 2,442 shares

   Change vs previous 13F +6 shares

   0.25% of the 13F portfolio, value $336,776.

   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 2,436 shares

   Change vs previous 13F +418 shares

   0.26% of the 13F portfolio, value $339,651.

   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 2,018 shares

   Change vs previous 13F -789 shares

   0.24% of the 13F portfolio, value $301,832.

   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 2,807 shares

   Change vs previous 13F -519 shares

   0.31% of the 13F portfolio, value $378,299.

   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 3,326 shares

   Change vs previous 13F +940 shares

   0.42% of the 13F portfolio, value $461,416.

   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 2,386 shares

   Change vs previous 13F -45 shares

   0.25% of the 13F portfolio, value $239,769.

   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).

7. period ended2024-12-31

   13F 2,431 shares

   Change vs previous 13F +534 shares

   0.29% of the 13F portfolio, value $286,712.

   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 1,897 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $209,789.

   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).