Phillips Wealth Planners LLC: PNC position timeline

Phillips Wealth Planners LLC held 5,522 PNC 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 5,522 shares

   Change vs previous 13F -418 shares

   1.03% of the 13F portfolio, value $1,402,643.

   13F-HR 0001951757-26-001185 filed by Phillips Wealth Planners LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 5,940 shares

   Change vs previous 13F +309 shares

   0.96% of the 13F portfolio, value $1,274,665.

   13F-HR 0001951757-26-000857 filed by Phillips Wealth Planners LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 5,631 shares

   Change vs previous 13F -865 shares

   1.02% of the 13F portfolio, value $1,269,734.

   13F-HR 0001951757-26-000416 filed by Phillips Wealth Planners LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 6,496 shares

   Change vs previous 13F -145 shares

   1.06% of the 13F portfolio, value $1,270,748.

   13F-HR 0001951757-25-001329 filed by Phillips Wealth Planners LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 6,641 shares

   Change vs previous 13F +426 shares

   1.19% of the 13F portfolio, value $1,314,918.

   13F-HR 0001951757-25-000619 filed by Phillips Wealth Planners LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 6,215 shares

   Change vs previous 13F -763 shares

   1% of the 13F portfolio, value $944,618.

   13F-HR 0001951757-25-000440 filed by Phillips Wealth Planners LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 6,978 shares

   Change vs previous 13F -219 shares

   1.32% of the 13F portfolio, value $1,318,982.

   13F-HR 0001951757-25-000073 filed by Phillips Wealth Planners LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 7,197 shares

   Change vs previous 13F not available

   1.31% of the 13F portfolio, value $1,366,926.

   13F-HR 0001951757-24-001139 filed by Phillips Wealth Planners LLC
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).