Back to BUSEP
Philip James Wealth Mangement, LLC → BUSEP
Philip James Wealth Mangement, LLC BUSEP Position History
First Busey Corporation • Financial Services
Quarters held
4
Latest value
$768K
Q3 2026
Peak value
$778K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $627K |
| Q1 2026 | $666K |
| Q2 2026 | $778K |
| Q3 2026 | $768K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $768K | 26.4K | — | — |
| Q2 2026 | $778K | 26.4K | — | — |
| Q1 2026 | $666K | 26.4K | — | — |
| Q4 2025 | $627K | 26.4K | — | — |
Other funds holding BUSEP
$111.8M
$103.4M
$102.3M
$102.3M
$102.3M
$98.3M
$78.1M