Phillip James Consulting Co. quarter change: Foreign Funds, New
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (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 Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Sivik Global Healthcare LLC | United States | $0.000B | 34 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | United States | $0.000B | 73 |
| Delaware Ladera Management Company, Inc. | United States | $0.000B | 1 |
| Aquamarine Zurich AG | Switzerland | $0.000B | 7 |
| Aurora Investment Managers, LLC. | United States | $0.000B | 30 |
| STONERIDGE INVESTMENT PARTNERS LLC | United States | $0.000B | 128 |
| Strategic Wealth Advisors LLC | United States | $0.000B | 267 |
| Ferguson Johnson Wealth Management Inc | United States | $0.000B | 34 |
| Aurora Private Wealth, Inc. | United States | $0.000B | 167 |
| MOSAIC FINANCIAL GROUP, LLC | United States | $0.000B | 126 |