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Phoenix Wealth Advisors: ARKW position timeline

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

Phoenix Wealth Advisors held 10,720 ARKW 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 10,720 shares
    Change vs previous 13F +40 shares

    0.52% of the 13F portfolio, value $1,552,899.

    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 10,680 shares
    Change vs previous 13F -293 shares

    0.51% of the 13F portfolio, value $1,288,115.

    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 10,973 shares
    Change vs previous 13F -32 shares

    0.62% of the 13F portfolio, value $1,621,041.

    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 11,005 shares
    Change vs previous 13F +36 shares

    0.74% of the 13F portfolio, value $1,921,583.

    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 10,969 shares
    Change vs previous 13F -112 shares

    0.68% of the 13F portfolio, value $1,619,244.

    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 11,081 shares
    Change vs previous 13F +142 shares

    0.46% of the 13F portfolio, value $1,049,038.

    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 10,939 shares
    Change vs previous 13F -7 shares

    0.51% of the 13F portfolio, value $1,181,193.

    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 10,946 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $931,833.

    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).