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Phillips Wealth Planners LLC

SEC CIK
0001962628
Latest filing
Aug 7, 2026

BKR holding history

Baker Hughes Co 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.

BKR overviewAll 13F holders of BKRFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2025
Holdings of BKR by Phillips Wealth Planners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−5,625−100.0%Sold outHolders
Q2 20255,625$225.6K0.2%+59+1.1%AddedHolders
Q1 20255,566$211.1K0.2%+5,566NewHolders