Phillips Wealth Planners LLC
SEC Filing List

CIK: 0001962628

Form Type:

Year

Form	Description	Owner/Filer	Filing Agent	Date	Actions
13F-HR	Initial Quarterly Form 13F Holdings Repo...		AdvisorAssist, LLC /fa	05/14/2026	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		AdvisorAssist, LLC /fa	02/10/2026	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		AdvisorAssist, LLC /fa	11/07/2025	View ... Create Alert Filing info Download PDF Copy Link
N-PX	Annual Report of Proxy Voting Record of ...		AdvisorAssist, LLC /fa	07/15/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		AdvisorAssist, LLC /fa	07/11/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		AdvisorAssist, LLC /fa	04/23/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		AdvisorAssist, LLC /fa	01/17/2025	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		AdvisorAssist, LLC /fa	10/29/2024	View ... Create Alert Filing info Download PDF Copy Link
N-PX	Annual Report of Proxy Voting Record of ...		AdvisorAssist, LLC /fa	08/21/2024	View ... Create Alert Filing info Download PDF Copy Link
13F-HR	Initial Quarterly Form 13F Holdings Repo...		AdvisorAssist, LLC	08/02/2024	View ... Create Alert Filing info Download PDF Copy Link
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