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Phillips Wealth Planners LLC: QSR position timeline

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

Phillips Wealth Planners LLC held 4,423 QSR 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 4,423 shares
    Change vs previous 13F -2 shares

    0.24% of the 13F portfolio, value $327,037.

    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 4,425 shares
    Change vs previous 13F +151 shares

    0.26% of the 13F portfolio, value $346,168.

    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 4,274 shares
    Change vs previous 13F +82 shares

    0.23% of the 13F portfolio, value $290,717.

    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 4,192 shares
    Change vs previous 13F +750 shares

    0.24% of the 13F portfolio, value $288,703.

    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 3,442 shares
    Change vs previous 13F +30 shares

    0.21% of the 13F portfolio, value $234,744.

    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 3,412 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $214,581.

    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).