Phillips Wealth Planners LLC

SEC CIK: 0001962628
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

ULS holding history

UL Solutions 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.

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

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2024

Holdings of ULS by Phillips Wealth Planners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−4,006−100.0%	Sold out	Holders
Q1 2025	4,006	$226.2K	0.2%	+4,006	New	Holders
Q4 2024	0	$0	0.0%	−4,019−100.0%	Sold out	Holders
Q3 2024	4,019	$218.2K	0.2%	+4,019	New	Holders