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Phillips Wealth Planners LLC: IEUR position timeline

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

Phillips Wealth Planners LLC held 28,719 IEUR 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 28,719 shares
    Change vs previous 13F +6,692 shares

    1.6% of the 13F portfolio, value $2,170,008.

    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 22,027 shares
    Change vs previous 13F +17,399 shares

    1.24% of the 13F portfolio, value $1,650,263.

    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 4,628 shares
    Change vs previous 13F +282 shares

    0.27% of the 13F portfolio, value $337,196.

    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).

  4. period ended2025-09-30
    13F 4,346 shares
    Change vs previous 13F +48 shares

    0.25% of the 13F portfolio, value $300,830.

    13F-HR 0001951757-25-001329 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).

  5. period ended2025-06-30
    13F 4,298 shares
    Change vs previous 13F +140 shares

    0.26% of the 13F portfolio, value $285,774.

    13F-HR 0001951757-25-000619 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).

  6. period ended2025-03-31
    13F 4,158 shares
    Change vs previous 13F -196 shares

    0.26% of the 13F portfolio, value $243,492.

    13F-HR 0001951757-25-000440 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).

  7. period ended2024-12-31
    13F 4,354 shares
    Change vs previous 13F +377 shares

    0.23% of the 13F portfolio, value $234,898.

    13F-HR 0001951757-25-000073 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).

  8. period ended2024-09-30
    13F 3,977 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $234,762.

    13F-HR 0001951757-24-001139 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).