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Phoenix Wealth Advisors: BUG position timeline

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

Phoenix Wealth Advisors held 30,258 BUG 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 30,258 shares
    Change vs previous 13F +86 shares

    0.39% of the 13F portfolio, value $1,155,553.

    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 30,172 shares
    Change vs previous 13F -878 shares

    0.3% of the 13F portfolio, value $757,619.

    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 31,050 shares
    Change vs previous 13F -25 shares

    0.36% of the 13F portfolio, value $945,783.

    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 31,075 shares
    Change vs previous 13F +172 shares

    0.42% of the 13F portfolio, value $1,093,529.

    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 30,903 shares
    Change vs previous 13F -303 shares

    0.48% of the 13F portfolio, value $1,146,501.

    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 31,206 shares
    Change vs previous 13F +6,135 shares

    0.44% of the 13F portfolio, value $1,009,202.

    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 25,071 shares
    Change vs previous 13F -27 shares

    0.35% of the 13F portfolio, value $804,528.

    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 25,098 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $776,783.

    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).