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CIK 0001350660 • 7 13F filings • Apr 30, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("phillips-financial-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001398344-25-019723 |
| $1.52B |
| View |
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0001398344-26-013343 | $1.36B | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001398344-25-014160 | $1.38B | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0001398344-26-006583 | $1.38B | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001398344-25-008201 | $1.29B | View |