IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Phillips Wealth Planners LLCCoreConcentrated trader

CIK: 0001962628 | STARKVILLE, MS

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR217$135.8M2026-08-07SEC ↗
Q1 2026
13F-HR210$132.9M2026-05-14SEC ↗
Q4 2025
13F-HR188$124.6M2026-02-10SEC ↗
Q3 2025
13F-HR201$120.4M2025-11-07SEC ↗
Q2 2025
13F-HR188$110.4M2025-07-11SEC ↗
Q1 2025
13F-HR173$94.6M2025-04-23SEC ↗
Q4 2024
13F-HR176$100.1M2025-01-17SEC ↗
Q3 2024
13F-HR194$104.4M2024-10-29SEC ↗
Q2 2024
13F-HR177$94.9M2024-08-02SEC ↗
Q1 2024
13F-HR174$87.0M2024-04-29SEC ↗
Q4 2023
13F-HR155$83.0M2024-02-12SEC ↗
Q3 2023
13F-HR146$73.9M2023-10-30SEC ↗
Q2 2023
13F-HR148$76.3M2023-07-26SEC ↗
Q1 2023
13F-HR148$75.6M2023-05-15SEC ↗
Q4 2022
13F-HR105$57.3M2023-02-14SEC ↗