Phillips Wealth Planners LLC: V position timeline

Phillips Wealth Planners LLC held 3,311 V 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 3,311 shares

   Change vs previous 13F -292 shares

   0.86% of the 13F portfolio, value $1,166,134.

   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 3,603 shares

   Change vs previous 13F -849 shares

   0.88% of the 13F portfolio, value $1,166,868.

   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 4,452 shares

   Change vs previous 13F +256 shares

   1.16% of the 13F portfolio, value $1,448,147.

   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 4,196 shares

   Change vs previous 13F +335 shares

   1.22% of the 13F portfolio, value $1,465,579.

   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 3,861 shares

   Change vs previous 13F +191 shares

   1.24% of the 13F portfolio, value $1,368,918.

   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 3,670 shares

   Change vs previous 13F +19 shares

   1.29% of the 13F portfolio, value $1,223,578.

   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 3,651 shares

   Change vs previous 13F +7 shares

   1.12% of the 13F portfolio, value $1,123,449.

   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 3,644 shares

   Change vs previous 13F not available

   1% of the 13F portfolio, value $1,047,723.

   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).