Skip to content
Disclosery

Phillips Wealth Planners LLC: TFC position timeline

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

Phillips Wealth Planners LLC held 6,595 TFC 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 6,595 shares
    Change vs previous 13F -2,695 shares

    0.25% of the 13F portfolio, value $338,739.

    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 9,290 shares
    Change vs previous 13F -577 shares

    0.34% of the 13F portfolio, value $445,659.

    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 9,867 shares
    Change vs previous 13F -89 shares

    0.4% of the 13F portfolio, value $493,566.

    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 9,956 shares
    Change vs previous 13F +1,795 shares

    0.37% of the 13F portfolio, value $451,323.

    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 8,161 shares
    Change vs previous 13F +1,930 shares

    0.34% of the 13F portfolio, value $370,527.

    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 6,231 shares
    Change vs previous 13F -74 shares

    0.23% of the 13F portfolio, value $220,529.

    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 6,305 shares
    Change vs previous 13F -38 shares

    0.27% of the 13F portfolio, value $269,744.

    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 6,343 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $282,471.

    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).