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Phillips Wealth Planners LLC: VEU position timeline

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

Phillips Wealth Planners LLC held 21,325 VEU 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 21,325 shares
    Change vs previous 13F +629 shares

    1.3% of the 13F portfolio, value $1,768,696.

    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 20,696 shares
    Change vs previous 13F -1,014 shares

    1.3% of the 13F portfolio, value $1,722,114.

    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 21,710 shares
    Change vs previous 13F +740 shares

    1.33% of the 13F portfolio, value $1,663,637.

    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 20,970 shares
    Change vs previous 13F -345 shares

    1.27% of the 13F portfolio, value $1,527,035.

    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 21,315 shares
    Change vs previous 13F +697 shares

    1.3% of the 13F portfolio, value $1,431,729.

    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 20,618 shares
    Change vs previous 13F +193 shares

    1.28% of the 13F portfolio, value $1,208,215.

    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 20,425 shares
    Change vs previous 13F -6,810 shares

    1.16% of the 13F portfolio, value $1,157,893.

    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 27,235 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $1,682,034.

    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).