Skip to content
Disclosery

Phoenix Wealth Advisors: ARTY position timeline

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

Phoenix Wealth Advisors held 22,829 ARTY 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 22,829 shares
    Change vs previous 13F +51 shares

    0.59% of the 13F portfolio, value $1,738,657.

    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 22,778 shares
    Change vs previous 13F -632 shares

    0.42% of the 13F portfolio, value $1,059,860.

    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 23,410 shares
    Change vs previous 13F -29 shares

    0.43% of the 13F portfolio, value $1,127,894.

    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 23,439 shares
    Change vs previous 13F +41 shares

    0.41% of the 13F portfolio, value $1,073,037.

    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 23,398 shares
    Change vs previous 13F -298 shares

    0.4% of the 13F portfolio, value $959,318.

    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 23,696 shares
    Change vs previous 13F +318 shares

    0.32% of the 13F portfolio, value $745,239.

    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 23,378 shares
    Change vs previous 13F +20 shares

    0.38% of the 13F portfolio, value $866,622.

    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 23,358 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $799,778.

    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).