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Phillips Wealth Planners LLC

SEC CIK
0001962628
Latest filing
Aug 7, 2026

DE holding history

Deere & 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.

DE overviewAll 13F holders of DEFull Q2 2026 holdings

Shares (Q2 2026)
939
Value
$566.8K
% of portfolio
0.4%
Quarters held
4
Since Q3 2025
Holdings of DE by Phillips Wealth Planners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026939$566.8K0.4%+243+34.9%AddedHolders
Q1 2026696$409.8K0.3%+201+40.6%AddedHolders
Q4 2025495$262.1K0.2%−6−1.2%ReducedHolders
Q3 2025501$229.1K0.2%+501NewHolders