Advertisement
Screener

Phillip James Consulting Co. Last Quarter Change: Foreign ETF, Added

Phillip James Consulting Co. quarter change: Foreign ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Phillip James Consulting Co. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 2111830): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Sivik Global Healthcare LLCUnited States$0.000B34
MAGNOLIA CAPITAL MANAGEMENT LTDUnited States$0.000B73
Delaware Ladera Management Company, Inc.United States$0.000B1
Aquamarine Zurich AGSwitzerland$0.000B7
Aurora Investment Managers, LLC.United States$0.000B30
STONERIDGE INVESTMENT PARTNERS LLCUnited States$0.000B128
Strategic Wealth Advisors LLCUnited States$0.000B267
Ferguson Johnson Wealth Management IncUnited States$0.000B34
Aurora Private Wealth, Inc.United States$0.000B167
MOSAIC FINANCIAL GROUP, LLCUnited States$0.000B126