Phillips Financial Management, LLC
CIK 1350660 · operating company. SEC filings, financial statements, 10-K sections, 8-K items and insider trades for Phillips Financial Management, LLC.
Recent SEC filings
| Filed | Form | Accession number |
|---|---|---|
| Aug 3, 2026 | 13F-HR | 0001398344-26-013343 |
| Jul 28, 2026 | N-PX | 0001398344-26-012873 |
| Apr 16, 2026 | 13F-HR | 0001398344-26-006583 |
| Jan 26, 2026 | 13F-HR | 0001398344-26-001240 |
| Oct 24, 2025 | 13F-HR | 0001398344-25-019723 |
| Jul 30, 2025 | 13F-HR | 0001398344-25-014160 |
| Jul 23, 2025 | N-PX | 0001398344-25-013578 |
| Apr 30, 2025 | 13F-HR | 0001398344-25-008201 |
| Feb 10, 2025 | 13F-HR | 0001398344-25-002272 |
| Nov 7, 2024 | 13F-HR | 0001398344-24-020182 |
| Aug 8, 2024 | 13F-HR | 0001398344-24-014104 |
| Aug 1, 2024 | N-PX | 0001398344-24-013454 |
| Apr 23, 2024 | 13F-HR | 0001398344-24-007481 |
| Jan 25, 2024 | 13F-HR | 0001398344-24-001055 |
| Nov 9, 2023 | 13F-HR | 0001398344-23-020329 |
| Aug 11, 2023 | 13F-HR | 0001398344-23-014669 |
| May 8, 2023 | 13F-HR | 0001398344-23-009111 |
| Jan 24, 2023 | 13F-HR | 0001398344-23-000933 |
| Nov 8, 2022 | 13F-HR | 0001398344-22-021631 |
| Jul 22, 2022 | 13F-HR | 0001398344-22-013908 |
| May 6, 2022 | 13F-HR | 0001398344-22-008917 |
| Feb 7, 2022 | 13F-HR | 0001398344-22-002272 |
| Nov 9, 2021 | 13F-HR | 0001104659-21-136114 |
| Aug 10, 2021 | 13F-HR | 0001104659-21-102697 |
| May 17, 2021 | 13F-HR | 0001104659-21-067556 |