Phillips Wealth Planners LLC: TXNM position timeline

Phillips Wealth Planners LLC held 0 TXNM shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -4,134 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 4,134 shares

   Change vs previous 13F +76 shares

   0.21% of the 13F portfolio, value $232,910.

   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).

3. period ended2025-03-31

   13F 4,058 shares

   Change vs previous 13F -920 shares

   0.22% of the 13F portfolio, value $209,920.

   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).

4. period ended2024-12-31

   13F 4,978 shares

   Change vs previous 13F -6 shares

   0.23% of the 13F portfolio, value $231,477.

   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).

5. period ended2024-09-30

   13F 4,984 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $218,499.

   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).