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Phoenix Wealth Advisors: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phoenix Wealth Advisors on ADI, newest first. How the timeline and the estimate are built.

Phoenix Wealth Advisors held 9,228 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,228 shares
    Change vs previous 13F -186 shares

    1.24% of the 13F portfolio, value $3,665,040.

    13F-HR 0001842362-26-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,414 shares
    Change vs previous 13F -1,458 shares

    1.18% of the 13F portfolio, value $2,994,867.

    13F-HR 0001842362-26-000003 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,872 shares
    Change vs previous 13F -80 shares

    1.13% of the 13F portfolio, value $2,948,590.

    13F-HR 0001842362-26-000001 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,952 shares
    Change vs previous 13F +344 shares

    1.03% of the 13F portfolio, value $2,690,927.

    13F-HR 0001842362-25-000007 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,608 shares
    Change vs previous 13F -282 shares

    1.06% of the 13F portfolio, value $2,524,857.

    13F-HR 0001842362-25-000004 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,890 shares
    Change vs previous 13F +7,239 shares

    0.96% of the 13F portfolio, value $2,196,266.

    13F-HR 0001842362-25-000003 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,651 shares
    Change vs previous 13F -6,717 shares

    0.34% of the 13F portfolio, value $775,691.

    13F-HR 0001842362-25-000001 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,368 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,386,403.

    13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).