Skip to content
Disclosery

Phillips Wealth Planners LLC: PG position timeline

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

Phillips Wealth Planners LLC held 6,892 PG 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 6,892 shares
    Change vs previous 13F +625 shares

    0.78% of the 13F portfolio, value $1,052,760.

    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 6,267 shares
    Change vs previous 13F +1,403 shares

    0.68% of the 13F portfolio, value $898,403.

    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 4,864 shares
    Change vs previous 13F -1,856 shares

    0.57% of the 13F portfolio, value $710,387.

    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 6,720 shares
    Change vs previous 13F -27 shares

    0.84% of the 13F portfolio, value $1,010,827.

    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 6,747 shares
    Change vs previous 13F +191 shares

    0.97% of the 13F portfolio, value $1,065,338.

    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 6,556 shares
    Change vs previous 13F +339 shares

    1.16% of the 13F portfolio, value $1,094,304.

    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 6,217 shares
    Change vs previous 13F +368 shares

    0.98% of the 13F portfolio, value $985,808.

    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 5,849 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,008,300.

    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).