Phillips Wealth Planners LLC

Position in RJF — Raymond James Financial Inc

CIK 1962628 STARKVILLE, MS

Position in RJF

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$368,064

+$17,528 QoQ

Shares Held

2,421

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#570

of 897 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $973,846 across 2 Asset Management names. RJF ranks #2 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BLK	BlackRock, Inc.	630	$605,782
2	RJF	Raymond James Financial Inc This page	2,421	$368,064

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$368,064	2,421	0.0%	Shares	Sole	2026-08-07
2026-03-31	$350,536	2,421	+0.3%	Shares	Sole	2026-05-14
2025-12-31	$387,503	2,413	+0.6%	Shares	Sole	2026-02-10
2025-09-30	$413,894	2,398	-10.9%	Shares	Sole	2025-11-07
2025-06-30	$412,565	2,690	+0.3%	Shares	Sole	2025-07-11
2025-03-31	$372,417	2,681	+0.3%	Shares	Sole	2025-04-23
2024-12-31	$415,041	2,672	0.0%	Shares	Sole	2025-01-17
2024-09-30	$327,213	2,672	+0.7%	Shares	Sole	2024-10-29
2024-06-30	$327,937	2,653	0.0%	Shares	Sole	2024-08-02
2024-03-31	$340,698	2,653	+0.3%	Shares	Sole	2024-04-29
2023-12-31	$294,806	2,644	+0.4%	Shares	Sole	2024-02-12
2023-09-30	$264,432	2,633	+0.8%	Shares	Sole	2023-10-30
2023-06-30	$270,943	2,611	0.0%	Shares	Sole	2023-07-26
2023-03-31	$243,527	2,611	+0.4%	Shares	Defined	2023-05-15
2022-12-31	$277,810	2,600	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.