Skip to main content

Phillips Wealth Planners LLC

SEC CIK
0001962628
Latest filing
Aug 7, 2026

NVT holding history

nVent Electric plc 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.

NVT overviewAll 13F holders of NVTFull Q2 2026 holdings

Shares (Q2 2026)
1,523
Value
$233.3K
% of portfolio
0.2%
Quarters held
7
Since Q1 2024
Holdings of NVT by Phillips Wealth Planners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,523$233.3K0.2%−216−12.4%ReducedHolders
Q1 20261,739$301.5K0.2%−614−26.1%ReducedHolders
Q4 20252,353$265.1K0.2%−77−3.2%ReducedHolders
Q3 20252,430$238.1K0.2%+2,430NewHolders
Q4 20240$00.0%−2,742−100.0%Sold outHolders
Q3 20242,742$203.8K0.2%+10.0%AddedHolders
Q2 20242,741$214.6K0.2%−86−3.0%ReducedHolders
Q1 20242,827$206.8K0.2%+2,827NewHolders