Phillips Wealth Planners LLC: SGOV position timeline

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

Phillips Wealth Planners LLC held 13,640 SGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 13,640 shares
Change vs previous 13F -1,656 shares
1.01% of the 13F portfolio, value $1,370,274.
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).
period ended2026-03-31
13F 15,296 shares
Change vs previous 13F not available
1.16% of the 13F portfolio, value $1,537,095.
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).