Phillips Wealth Planners LLC

SEC CIK: 0001962628
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

SLB holding history

SLB Limited 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.

SLB overview All 13F holders of SLB Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of SLB by Phillips Wealth Planners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−4,734−100.0%	Sold out	Holders
Q3 2023	4,734	$283.9K	0.4%	+4,734	New	Holders
Q2 2023	0	$0	0.0%	−4,500−100.0%	Sold out	Holders
Q1 2023	4,500	$221.2K	0.3%	+4,500	New	Holders