Phillips Wealth Planners LLC

SEC CIK: 0001962628
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company 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.

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

Shares (Q2 2026): 10,609
Value: $924.9K
% of portfolio: 0.7%
Quarters held: 5; Since Q2 2025

Holdings of WFC by Phillips Wealth Planners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,609	$924.9K	0.7%	−2,096−16.5%	Reduced	Holders
Q1 2026	12,705	$934.8K	0.7%	+2,224+21.2%	Added	Holders
Q4 2025	10,481	$902.6K	0.7%	+966+10.2%	Added	Holders
Q3 2025	9,515	$767.8K	0.6%	+6,112+179.6%	Added	Holders
Q2 2025	3,403	$277.7K	0.3%	+3,403	New	Holders