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Phillips Wealth Planners LLC

SEC CIK
0001962628
Latest filing
Aug 7, 2026

RSG holding history

Republic Services, 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.

RSG overviewAll 13F holders of RSGFull Q2 2026 holdings

Shares (Q2 2026)
2,529
Value
$562.6K
% of portfolio
0.4%
Quarters held
15
Since Q4 2022
Holdings of RSG by Phillips Wealth Planners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,529$562.6K0.4%+125+5.2%AddedHolders
Q1 20262,404$475.3K0.4%−9−0.4%ReducedHolders
Q4 20252,413$517.1K0.4%−137−5.4%ReducedHolders
Q3 20252,550$569.1K0.5%−37−1.4%ReducedHolders
Q2 20252,587$619.1K0.6%−224−8.0%ReducedHolders
Q1 20252,811$685.7K0.7%−44−1.5%ReducedHolders
Q4 20242,855$589.0K0.6%+36+1.3%AddedHolders
Q3 20242,819$579.4K0.6%−164−5.5%ReducedHolders
Q2 20242,983$587.3K0.6%−195−6.1%ReducedHolders
Q1 20243,178$595.8K0.7%−129−3.9%ReducedHolders
Q4 20233,307$554.7K0.7%−26−0.8%ReducedHolders
Q3 20233,333$485.9K0.7%+160+5.0%AddedHolders
Q2 20233,173$486.0K0.6%+95+3.1%AddedHolders
Q1 20233,078$446.2K0.6%+98+3.3%AddedHolders
Q4 20222,980$375.6K0.7%–No prior filingHolders