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Phillips Wealth Planners LLC: WMB position timeline

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

Phillips Wealth Planners LLC held 23,357 WMB 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 23,357 shares
    Change vs previous 13F +114 shares

    1.29% of the 13F portfolio, value $1,753,644.

    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 23,243 shares
    Change vs previous 13F -1,714 shares

    1.3% of the 13F portfolio, value $1,724,166.

    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 24,957 shares
    Change vs previous 13F -698 shares

    1.27% of the 13F portfolio, value $1,576,783.

    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 25,655 shares
    Change vs previous 13F -1,674 shares

    1.35% of the 13F portfolio, value $1,631,145.

    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 27,329 shares
    Change vs previous 13F +2,535 shares

    1.43% of the 13F portfolio, value $1,576,610.

    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 24,794 shares
    Change vs previous 13F -3,154 shares

    1.48% of the 13F portfolio, value $1,398,134.

    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 27,948 shares
    Change vs previous 13F -3,739 shares

    1.55% of the 13F portfolio, value $1,551,673.

    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 31,687 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $1,627,761.

    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).