Skip to content
Disclosery

Phoenix Wealth Advisors: APD position timeline

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

Phoenix Wealth Advisors held 6,827 APD 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 6,827 shares
    Change vs previous 13F -126 shares

    0.67% of the 13F portfolio, value $2,001,515.

    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 6,953 shares
    Change vs previous 13F +5,779 shares

    0.8% of the 13F portfolio, value $2,019,889.

    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 1,174 shares
    Change vs previous 13F -7,508 shares

    0.11% of the 13F portfolio, value $290,021.

    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 8,682 shares
    Change vs previous 13F -201 shares

    0.91% of the 13F portfolio, value $2,367,620.

    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 8,883 shares
    Change vs previous 13F -338 shares

    1.05% of the 13F portfolio, value $2,505,539.

    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 9,221 shares
    Change vs previous 13F -144 shares

    1.19% of the 13F portfolio, value $2,719,594.

    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 9,365 shares
    Change vs previous 13F -296 shares

    1.18% of the 13F portfolio, value $2,716,225.

    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 9,661 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,876,466.

    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).