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Phillips Wealth Planners LLC: HTO position timeline

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

Phillips Wealth Planners LLC held 3,679 HTO 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 3,679 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $227,252.

    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 ยง4.2).