Position in B
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$217,981
New position
Shares Held
5,344
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Gold
Basic Materials · as of Jun 30, 2026Phillips Wealth Planners LLC holds $242,623 across 1 Gold name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEM |
Agnico Eagle Mines Ltd
|
1,564 | $242,623 |
All Filings in B
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,981 | 5,344 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||