13F-HR | SEC Filings Hub

Filing metadata

Accession number: 0001951757-25-000619
Form type: 13F-HR
Filer: Phillips Wealth Planners LLC
CIK: CIK 1962628
Filed: Jul 11, 2025
Reporting period: Jun 30, 2025
Description: Institutional holdings

Documents

0001951757-25-000619-index.htm

Complete submission

0001951757-25-000619.txt

directory listing

Filed by

Phillips Wealth Planners LLC