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Phoenix Wealth Advisors: CME position timeline

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

Phoenix Wealth Advisors held 9,263 CME 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 9,263 shares
    Change vs previous 13F -170 shares

    0.69% of the 13F portfolio, value $2,045,502.

    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 9,433 shares
    Change vs previous 13F -600 shares

    1.1% of the 13F portfolio, value $2,786,134.

    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 10,033 shares
    Change vs previous 13F -72 shares

    1.05% of the 13F portfolio, value $2,739,923.

    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 10,105 shares
    Change vs previous 13F -313 shares

    1.05% of the 13F portfolio, value $2,730,330.

    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 10,418 shares
    Change vs previous 13F -1,013 shares

    1.2% of the 13F portfolio, value $2,871,357.

    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 11,431 shares
    Change vs previous 13F -191 shares

    1.32% of the 13F portfolio, value $3,032,640.

    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 11,622 shares
    Change vs previous 13F -416 shares

    1.17% of the 13F portfolio, value $2,698,977.

    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 12,038 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,656,185.

    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).