Skip to content
Disclosery

Phillips Wealth Planners LLC: WMT position timeline

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

Phillips Wealth Planners LLC held 17,019 WMT 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 17,019 shares
    Change vs previous 13F +32 shares

    1.4% of the 13F portfolio, value $1,898,263.

    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 16,987 shares
    Change vs previous 13F -4,205 shares

    1.63% of the 13F portfolio, value $2,167,431.

    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 21,192 shares
    Change vs previous 13F +13,828 shares

    2.03% of the 13F portfolio, value $2,529,514.

    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 7,364 shares
    Change vs previous 13F -242 shares

    0.63% of the 13F portfolio, value $756,271.

    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 7,606 shares
    Change vs previous 13F +4,829 shares

    0.67% of the 13F portfolio, value $738,455.

    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 2,777 shares
    Change vs previous 13F -173 shares

    0.27% of the 13F portfolio, value $257,676.

    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 2,950 shares
    Change vs previous 13F -2,175 shares

    0.27% of the 13F portfolio, value $274,320.

    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 5,125 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $416,226.

    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).