Philip James Wealth Mangement, LLC
Position in CHRW — C. H. Robinson Worldwide, Inc.
CIK 2002630
MILTON, GA
Position in CHRW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$410,016
-$106,959 QoQ
Shares Held
2,177
-30.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#552
of 882 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHRW Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Philip James Wealth Mangement, LLC holds $1,928,087 across 3 Integrated Freight & Logistics names. CHRW ranks #2 (21.3% of the industry book) .
All Filings in CHRW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,016 | 2,177 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $516,975 | 3,113 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $505,107 | 3,142 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $385,946 | 2,915 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $297,445 | 3,100 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $315,904 | 3,085 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $249,724 | 2,417 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $265,219 | 2,403 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $210,606 | 2,390 | Shares | Sole | 2024-07-23 | |
| 2023-12-31 | $269,968 | 3,125 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||