Position in BUSE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$777,797
+$111,529 QoQ
Shares Held
26,366
0.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#115
of 257 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BUSE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Philip James Wealth Mangement, LLC holds $5,929,574 across 4 Banks - Regional names. BUSE ranks #2 (13.1% of the industry book) .
All Filings in BUSE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777,797 | 26,366 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $666,268 | 26,366 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $627,247 | 26,366 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $610,372 | 26,366 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $603,517 | 26,366 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $569,505 | 26,366 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||