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Phillips Wealth Planners LLC: XLF position timeline

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

Phillips Wealth Planners LLC held 34,036 XLF 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 34,036 shares
    Change vs previous 13F +1,216 shares

    1.41% of the 13F portfolio, value $1,907,718.

    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 32,820 shares
    Change vs previous 13F +1,318 shares

    1.26% of the 13F portfolio, value $1,679,728.

    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 31,502 shares
    Change vs previous 13F +7,957 shares

    1.35% of the 13F portfolio, value $1,684,097.

    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 23,545 shares
    Change vs previous 13F +802 shares

    1.05% of the 13F portfolio, value $1,264,367.

    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 22,743 shares
    Change vs previous 13F +698 shares

    1.08% of the 13F portfolio, value $1,187,412.

    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 22,045 shares
    Change vs previous 13F -6,761 shares

    1.09% of the 13F portfolio, value $1,028,840.

    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 28,806 shares
    Change vs previous 13F +7,615 shares

    1.36% of the 13F portfolio, value $1,363,100.

    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 21,191 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,006,149.

    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).