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Phoenix Wealth Advisors: CB position timeline

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

Phoenix Wealth Advisors held 7,812 CB 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 7,812 shares
    Change vs previous 13F -132 shares

    0.9% of the 13F portfolio, value $2,661,855.

    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 7,944 shares
    Change vs previous 13F -523 shares

    1.02% of the 13F portfolio, value $2,589,123.

    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 8,467 shares
    Change vs previous 13F +36 shares

    1.02% of the 13F portfolio, value $2,642,597.

    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 8,431 shares
    Change vs previous 13F -184 shares

    0.91% of the 13F portfolio, value $2,379,761.

    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 8,615 shares
    Change vs previous 13F -452 shares

    1.05% of the 13F portfolio, value $2,495,991.

    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 9,067 shares
    Change vs previous 13F -86 shares

    1.19% of the 13F portfolio, value $2,738,143.

    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 9,153 shares
    Change vs previous 13F -226 shares

    1.1% of the 13F portfolio, value $2,528,974.

    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 9,379 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,704,810.

    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).