Phillips Financial Management - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Phillips Financial Management going back to May 16, 2011

• Phillips Financial Management 2023 Q4 - filed Jan. 25, 2024 - new!
• Phillips Financial Management 2023 Q3 - filed Nov. 9, 2023
• Phillips Financial Management 2023 Q2 - filed Aug. 11, 2023
• Phillips Financial Management 2023 Q1 - filed May 8, 2023
• Phillips Financial Management 2022 Q4 - filed Jan. 24, 2023
• Phillips Financial Management 2022 Q3 - filed Nov. 8, 2022
• Phillips Financial Management 2022 Q2 - filed July 22, 2022
• Phillips Financial Management 2022 Q1 - filed May 6, 2022
• Phillips Financial Management 2021 Q4 - filed Feb. 7, 2022
• Phillips Financial Management 2021 Q3 - filed Nov. 9, 2021
• Phillips Financial Management 2021 Q2 - filed Aug. 10, 2021
• Phillips Financial Management 2021 Q1 - filed May 17, 2021
• Phillips Financial Management 2020 Q4 - filed Feb. 16, 2021
• Phillips Financial Management 2020 Q3 - filed Nov. 6, 2020
• Phillips Financial Management 2020 Q2 - filed Aug. 7, 2020
• Phillips Financial Management 2020 Q1 - filed May 15, 2020
• Phillips Financial Management 2019 Q4 - filed Feb. 19, 2020
• Phillips Financial Management 2019 Q3 - filed Nov. 12, 2019
• Phillips Financial Management 2019 Q2 - filed Aug. 6, 2019
• Phillips Financial Management 2019 Q1 - filed May 7, 2019
• Phillips Financial Management 2018 Q4 - filed Feb. 4, 2019
• Phillips Financial Management 2018 Q3 - filed Nov. 14, 2018
• Phillips Financial Management 2018 Q2 - filed Aug. 9, 2018
• Phillips Financial Management 2018 Q1 - filed May 11, 2018
• Phillips Financial Management 2017 Q4 - filed Feb. 1, 2018
• Phillips Financial Management 2017 Q3 - filed Nov. 14, 2017
• Phillips Financial Management 2017 Q2 - filed Aug. 11, 2017
• Phillips Financial Management 2017 Q1 - filed May 11, 2017
• Phillips Financial Management 2016 Q4 - filed Feb. 1, 2017
• Phillips Financial Management 2016 Q3 - filed Nov. 1, 2016
• Phillips Financial Management 2016 Q2 - filed Aug. 8, 2016
• Phillips Financial Management 2016 Q1 - filed May 5, 2016
• Phillips Financial Management 2015 Q4 - filed Jan. 27, 2016
• Phillips Financial Management 2015 Q3 - filed Oct. 23, 2015
• Phillips Financial Management 2015 Q2 - filed July 28, 2015
• Phillips Financial Management 2015 Q1 - filed April 29, 2015
• Phillips Financial Management 2014 Q4 - filed Jan. 23, 2015
• Phillips Financial Management 2014 Q3 - filed Oct. 22, 2014
• Phillips Financial Management 2014 Q2 - filed July 21, 2014
• Phillips Financial Management 2014 Q1 - filed April 25, 2014
• Phillips Financial Management 2013 Q4 - filed Jan. 23, 2014
• Phillips Financial Management 2013 Q3 - filed Nov. 8, 2013
• Phillips Financial Management 2013 Q2 - filed July 24, 2013
• Phillips Financial Management 2013 Q1 - filed April 12, 2013
• Phillips Financial Management 2012 Q4 restated - filed Feb. 5, 2013
• Phillips Financial Management 2012 Q4 - filed Jan. 24, 2013
• Phillips Financial Management 2012 Q3 - filed Oct. 17, 2012
• Phillips Financial Management 2012 Q2 - filed July 30, 2012
• Phillips Financial Management 2012 Q1 - filed April 30, 2012
• Phillips Financial Management 2011 Q3 - filed Oct. 31, 2011
• Phillips Financial Management 2011 Q2 - filed Aug. 4, 2011
• Phillips Financial Management 2011 Q1 - filed May 16, 2011