Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- Latest filing
- Aug 7, 2026
RMD holding history
Resmed 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.
RMD overviewAll 13F holders of RMDFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,124
- Value
- $247.0K
- % of portfolio
- 0.2%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,124 | $247.0K | 0.2% | −4−0.4% | Reduced | Holders |
| Q1 2026 | 1,128 | $224.2K | 0.2% | +27+2.5% | Added | Holders |
| Q4 2025 | 1,101 | $285.5K | 0.2% | −118−9.7% | Reduced | Holders |
| Q3 2025 | 1,219 | $343.0K | 0.3% | +100+8.9% | Added | Holders |
| Q2 2025 | 1,119 | $287.1K | 0.3% | −9−0.8% | Reduced | Holders |
| Q1 2025 | 1,128 | $241.4K | 0.3% | +2+0.2% | Added | Holders |
| Q4 2024 | 1,126 | $263.3K | 0.3% | +1+0.1% | Added | Holders |
| Q3 2024 | 1,125 | $268.1K | 0.3% | +32+2.9% | Added | Holders |
| Q2 2024 | 1,093 | $210.2K | 0.2% | −66−5.7% | Reduced | Holders |
| Q1 2024 | 1,159 | $214.3K | 0.2% | +1,159 | New | Holders |