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Disclosery

Phillips Wealth Planners LLC: IGM position timeline

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

Phillips Wealth Planners LLC held 2,877 IGM 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 2,877 shares
    Change vs previous 13F -516 shares

    0.33% of the 13F portfolio, value $450,682.

    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 3,393 shares
    Change vs previous 13F +192 shares

    0.4% of the 13F portfolio, value $527,136.

    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 3,201 shares
    Change vs previous 13F -3,636 shares

    0.33% of the 13F portfolio, value $411,425.

    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 6,837 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $878,555.

    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).