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Phoenix Wealth Advisors: CMI position timeline

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

Phoenix Wealth Advisors held 3,801 CMI 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 3,801 shares
    Change vs previous 13F -67 shares

    0.91% of the 13F portfolio, value $2,711,244.

    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 3,868 shares
    Change vs previous 13F -2,138 shares

    0.82% of the 13F portfolio, value $2,081,264.

    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 6,006 shares
    Change vs previous 13F -75 shares

    1.18% of the 13F portfolio, value $3,065,873.

    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 6,081 shares
    Change vs previous 13F -399 shares

    0.99% of the 13F portfolio, value $2,568,447.

    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 6,480 shares
    Change vs previous 13F -170 shares

    0.89% of the 13F portfolio, value $2,122,136.

    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 6,650 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,084,450.

    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).