Position in FIX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$287,382
+$83,292 QoQ
Shares Held
145
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,065
of 1,341 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Phillips Wealth Planners LLC holds $287,382 across 1 Engineering & Construction name. FIX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
145 | $287,382 |
All Filings in FIX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,382 | 145 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $204,090 | 148 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||