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Phillips Wealth Planners LLC: XLK position timeline

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

Phillips Wealth Planners LLC held 13,679 XLK 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 13,679 shares
    Change vs previous 13F -17 shares

    1.81% of the 13F portfolio, value $2,451,003.

    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 13,696 shares
    Change vs previous 13F +1,281 shares

    1.83% of the 13F portfolio, value $2,436,244.

    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 12,415 shares
    Change vs previous 13F +5,556 shares

    1.43% of the 13F portfolio, value $1,785,401.

    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 6,859 shares
    Change vs previous 13F -1,183 shares

    1.64% of the 13F portfolio, value $1,972,648.

    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 8,042 shares
    Change vs previous 13F +269 shares

    1.87% of the 13F portfolio, value $2,061,084.

    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 7,773 shares
    Change vs previous 13F +1,157 shares

    1.63% of the 13F portfolio, value $1,541,775.

    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 6,616 shares
    Change vs previous 13F +152 shares

    1.51% of the 13F portfolio, value $1,513,608.

    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 6,464 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $1,482,777.

    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).