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Livermore
Livermore
ZHEN

Phillips Wealth Planners LLC

SEC CIK
0001962628
Latest filing
Aug 7, 2026

RJF holding history

Raymond James 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.

RJF overviewAll 13F holders of RJFFull Q2 2026 holdings

Shares (Q2 2026)
2,421
Value
$405.8K
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of RJF by Phillips Wealth Planners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,421$405.8K0.3%00.0%UnchangedHolders
Q1 20262,421$365.7K0.3%+8+0.3%AddedHolders
Q4 20252,413$410.3K0.3%+15+0.6%AddedHolders
Q3 20252,398$402.0K0.3%−292−10.9%ReducedHolders
Q2 20252,690$424.0K0.4%+9+0.3%AddedHolders
Q1 20252,681$362.8K0.4%+9+0.3%AddedHolders
Q4 20242,672$412.1K0.4%00.0%UnchangedHolders
Q3 20242,672$363.8K0.3%+19+0.7%AddedHolders
Q2 20242,653$317.8K0.3%00.0%UnchangedHolders
Q1 20242,653$323.4K0.4%+9+0.3%AddedHolders
Q4 20232,644$290.1K0.3%+11+0.4%AddedHolders
Q3 20232,633$255.0K0.3%+22+0.8%AddedHolders
Q2 20232,611$271.0K0.4%00.0%UnchangedHolders
Q1 20232,611$234.4K0.3%+11+0.4%AddedHolders
Q4 20222,600$294.8K0.5%–No prior filingHolders