Position in EW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$217,417
-$30,134 QoQ
Shares Held
2,715
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Phillips Wealth Planners LLC holds $2,880,432 across 6 Medical Devices names.
All Filings in EW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,417 | 2,715 | Shares | Sole | 2026-05-14 | |
| 2024-06-30 | $247,551 | 2,680 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $221,794 | 2,321 | Shares | Defined | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||