Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- Latest filing
- Aug 7, 2026
BR holding history
Broadridge Financial Solutions, 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.
BR overviewAll 13F holders of BRFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −1,147−100.0% | Sold out | Holders |
| Q4 2024 | 1,147 | $254.0K | 0.3% | −4−0.3% | Reduced | Holders |
| Q3 2024 | 1,151 | $252.3K | 0.2% | −18−1.5% | Reduced | Holders |
| Q2 2024 | 1,169 | $234.5K | 0.2% | −68−5.5% | Reduced | Holders |
| Q1 2024 | 1,237 | $239.5K | 0.3% | −22−1.7% | Reduced | Holders |
| Q4 2023 | 1,259 | $253.3K | 0.3% | −28−2.2% | Reduced | Holders |
| Q3 2023 | 1,287 | $226.4K | 0.3% | −5−0.4% | Reduced | Holders |
| Q2 2023 | 1,292 | $214.0K | 0.3% | +1,292 | New | Holders |