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Disclosery

Phillips Wealth Planners LLC: FE position timeline

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

Phillips Wealth Planners LLC held 5,832 FE 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 5,832 shares
    Change vs previous 13F -152 shares

    0.21% of the 13F portfolio, value $282,210.

    13F-HR 0001951757-26-001185 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).

  2. period ended2026-03-31
    13F 5,984 shares
    Change vs previous 13F +1,727 shares

    0.2% of the 13F portfolio, value $266,886.

    13F-HR 0001951757-26-000857 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 ended2025-12-31
    13F 4,257 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $201,654.

    13F-HR 0001951757-26-000416 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).