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Phillips Wealth Planners LLC

SEC CIK
0001962628
Latest filing
Aug 7, 2026

BCE holding history

Bce Inc in every 13F filed by Phillips Wealth Planners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BCE overviewAll 13F holders of BCEFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2023
Holdings of BCE by Phillips Wealth Planners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−6,491−100.0%Sold outHolders
Q4 20236,491$269.4K0.3%−2,371−26.8%ReducedHolders
Q3 20238,862$332.7K0.5%−1,389−13.5%ReducedHolders
Q2 202310,251$467.4K0.6%+408+4.1%AddedHolders
Q1 20239,843$475.4K0.6%+9,843NewHolders