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Phillip James Consulting Co.ETFConcentrated trader

CIK: 0002111830 | PLYMOUTH, MN

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR370$148.6M2026-11-03SEC ↗
Q2 2026
13F-HR401$149.6M2026-07-28SEC ↗
Q1 2026
13F-HR378$131.9M2026-05-12SEC ↗
Q4 2025
13F-HR95$550.1K2026-02-23SEC ↗