Filer Snapshot

PHILLIPS FINANCIAL MANAGEMENT, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001350660.

Entity Type

Company

Total Filings

86

Latest Filing

16 Apr 2026

Industry

n/a

Save this filer page for the next filing cycle

Keep this page in your research queue, then return to compare new filings with prior context.

Save and revisit

Save this filer page

Create a free account to keep this page in your watchlists and return after a new SEC filing changes the record here.

Create free account to save and revisit this page

Best next steps

Start with the latest filings table, then open the strongest context page for this filer.

  • Use the filings table to verify the newest submission, form type, and report period.
  • Open the deeper context page only when this filer actually has insider or ownership signal.
Go to latest filings table Browse SEC filer directory
Source: SEC Form 13F

13F-HR filed on 16 Apr 2026 for CIK 0001350660.

View Source Filing
Business address
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN, 46804
Top securities (13F)
IVV, DFCF, DFIC, DFSD, DFLV, DFAT, DUHP, DFEM, VXUS, IJH, VOO, DFAS, IVE, DFAC, IXUS, BNDX, DUSB, VO, LRGF, and AGG
State of incorporation
IN
Fiscal year end
31 December

Quick Takeaways

  • PHILLIPS FINANCIAL MANAGEMENT, LLC is an SEC filer tracked under CIK 0001350660.
  • 86 filings are listed on this profile.
  • Common form coverage includes 13F-HR, N-PX, 13F-HR/A.

What Changed

  • Latest filing: 13F-HR filed on 16 Apr 2026.
  • Report period: 31 Mar 2026.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 16 Apr 2026 for CIK 0001350660.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for PHILLIPS FINANCIAL MANAGEMENT, LLC.

Latest source-backed update
13F-HR filed 16 Apr 2026
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 16 Apr 2026.
  • Save this filer if you want a stable place to return after the next filing cycle.
  • Open the latest filing table or ownership context to verify what changed.

Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

Jump to save and follow actions Open latest filings table

Latest update

What changed recently for PHILLIPS FINANCIAL MANAGEMENT, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

16 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 16 Apr 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

PHILLIPS FINANCIAL MANAGEMENT, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

Filer Overview

PHILLIPS FINANCIAL MANAGEMENT, LLC has filed 86 SEC EDGAR filings since 08 Feb 2006. Common forms include 13F-HR, N-PX, 13F-HR/A.

Latest 13F filings

Latest Filings

Recent SEC filings for PHILLIPS FINANCIAL MANAGEMENT, LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Apr 2026 31 Mar 2026 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jan 2026 31 Dec 2025 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2025 30 Sep 2025 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jul 2025 30 Jun 2025 028-11590
N-PX Open N-PX document View SEC filing for N-PX 23 Jul 2025 30 Jun 2025 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2025 31 Mar 2025 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2025 31 Dec 2024 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Nov 2024 30 Sep 2024 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2024 30 Jun 2024 028-11590
N-PX Open N-PX document View SEC filing for N-PX 01 Aug 2024 30 Jun 2024 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2024 31 Mar 2024 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jan 2024 31 Dec 2023 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2023 30 Sep 2023 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2023 30 Jun 2023 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2023 31 Mar 2023 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jan 2023 31 Dec 2022 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2022 30 Sep 2022 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2022 30 Jun 2022 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2022 31 Mar 2022 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Feb 2022 31 Dec 2021 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2021 30 Sep 2021 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2021 30 Jun 2021 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 May 2021 31 Mar 2021 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2021 31 Dec 2020 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2020 30 Sep 2020 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Aug 2020 30 Jun 2020 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2020 31 Mar 2020 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Feb 2020 31 Dec 2019 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2019 30 Sep 2019 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2019 30 Jun 2019 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2019 31 Mar 2019 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2019 31 Dec 2018 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2018 30 Sep 2018 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2018 30 Jun 2018 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2018 31 Mar 2018 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2018 31 Dec 2017 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2017 30 Sep 2017 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2017 30 Jun 2017 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2017 31 Mar 2017 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2017 31 Dec 2016 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2016 30 Sep 2016 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2016 30 Jun 2016 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2016 31 Mar 2016 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jan 2016 31 Dec 2015 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Oct 2015 30 Sep 2015 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jul 2015 30 Jun 2015 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2015 31 Mar 2015 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2015 31 Dec 2014 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Oct 2014 30 Sep 2014 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jul 2014 30 Jun 2014 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2014 31 Mar 2014 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2014 31 Dec 2013 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2013 30 Sep 2013 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jul 2013 30 Jun 2013 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR PHILLIPS FINANCIAL MANAGEMENT, LLC 12 Apr 2013 31 Mar 2013 028-11590
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A PHILLIPS FINANCIAL MANAGEMENT, LLC 05 Feb 2013 31 Dec 2012 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR PHILLIPS FINANCIAL MANAGEMENT, LLC 24 Jan 2013 31 Dec 2012 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR PHILLIPS FINANCIAL MANAGEMENT, LLC 17 Oct 2012 30 Sep 2012 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR PHILLIPS FINANCIAL MANAGEMENT, LLC 30 Jul 2012 30 Jun 2012 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR PHILLIPS FINANCIAL MANAGEMENT, LLC 30 Apr 2012 31 Mar 2012 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR PHILLIPS FINANCIAL MANAGEMENT, LLC 14 Feb 2012 31 Dec 2011 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR PHILLIPS FINANCIAL MANAGEMENT LLC 31 Oct 2011 30 Sep 2011 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR PHILLIPS FINANCIAL MANAGEMENT LLC 04 Aug 2011 30 Jun 2011 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR PHILLIPS FINANCIAL MANAGEMENT LLC 16 May 2011 31 Mar 2011 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR PHILLIPS FINANCIAL MANAGEMENT LLC 02 Feb 2011 31 Dec 2010 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR PHILLIPS FINANCIAL MANAGEMENT LLC 28 Oct 2010 30 Sep 2010 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR PHILLIPS FINANCIAL MANAGEMENT LLC 28 Jul 2010 30 Jun 2010 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR PHILLIPS FINANCIAL MANAGEMENT LLC 27 Apr 2010 31 Mar 2010 028-11590
13F-HR Open 13F-HR document View SEC filing for 13F-HR PHILLIPS FINANCIAL MANAGEMENT LLC 08 Feb 2010 31 Dec 2009 028-11590

About this filer

PHILLIPS FINANCIAL MANAGEMENT, LLC files with the SEC under CIK 0001350660. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.