Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- Latest filing
- Aug 7, 2026
FNF holding history
Fidelity National Financial, 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.
FNF overviewAll 13F holders of FNFFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 13
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −6,137−100.0% | Sold out | Holders |
| Q4 2025 | 6,137 | $331.3K | 0.3% | −38−0.6% | Reduced | Holders |
| Q3 2025 | 6,175 | $358.5K | 0.3% | +563+10.0% | Added | Holders |
| Q2 2025 | 5,612 | $309.6K | 0.3% | +36+0.6% | Added | Holders |
| Q1 2025 | 5,576 | $334.4K | 0.4% | −62−1.1% | Reduced | Holders |
| Q4 2024 | 5,638 | $305.9K | 0.3% | −55−1.0% | Reduced | Holders |
| Q3 2024 | 5,693 | $357.3K | 0.3% | −320−5.3% | Reduced | Holders |
| Q2 2024 | 6,013 | $294.6K | 0.3% | −461−7.1% | Reduced | Holders |
| Q1 2024 | 6,474 | $305.0K | 0.4% | −760−10.5% | Reduced | Holders |
| Q4 2023 | 7,234 | $348.7K | 0.4% | −322−4.3% | Reduced | Holders |
| Q3 2023 | 7,556 | $290.2K | 0.4% | −236−3.0% | Reduced | Holders |
| Q2 2023 | 7,792 | $280.5K | 0.4% | +234+3.1% | Added | Holders |
| Q1 2023 | 7,558 | $267.0K | 0.4% | −144−1.9% | Reduced | Holders |
| Q4 2022 | 7,702 | $336.9K | 0.6% | – | No prior filing | Holders |