Phillips Wealth Planners LLC: ENB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phillips Wealth Planners LLC on ENB, newest first. How the timeline and the estimate are built.
Phillips Wealth Planners LLC held 5,519 ENB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 5,519 sharesChange vs previous 13F -320 shares
0.22% of the 13F portfolio, value $303,821.
13F-HR 0001951757-26-001185 filed by Phillips Wealth Planners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,839 sharesChange vs previous 13F -401 shares
0.24% of the 13F portfolio, value $317,992.
13F-HR 0001951757-26-000857 filed by Phillips Wealth Planners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,240 sharesChange vs previous 13F -212 shares
0.24% of the 13F portfolio, value $295,090.
13F-HR 0001951757-26-000416 filed by Phillips Wealth Planners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,452 sharesChange vs previous 13F -26 shares
0.27% of the 13F portfolio, value $321,116.
13F-HR 0001951757-25-001329 filed by Phillips Wealth Planners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,478 sharesChange vs previous 13F -48 shares
0.26% of the 13F portfolio, value $286,328.
13F-HR 0001951757-25-000619 filed by Phillips Wealth Planners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,526 sharesChange vs previous 13F -66 shares
0.3% of the 13F portfolio, value $282,184.
13F-HR 0001951757-25-000440 filed by Phillips Wealth Planners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,592 sharesChange vs previous 13F -120 shares
0.29% of the 13F portfolio, value $286,620.
13F-HR 0001951757-25-000073 filed by Phillips Wealth Planners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,712 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $280,629.
13F-HR 0001951757-24-001139 filed by Phillips Wealth Planners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).