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Phoenix Wealth Advisors: DIVO position timeline

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

Phoenix Wealth Advisors held 163,261 DIVO 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 163,261 shares
    Change vs previous 13F -4,983 shares

    2.52% of the 13F portfolio, value $7,461,030.

    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 168,244 shares
    Change vs previous 13F -13,518 shares

    2.98% of the 13F portfolio, value $7,545,753.

    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 181,762 shares
    Change vs previous 13F -1,162 shares

    3.11% of the 13F portfolio, value $8,088,411.

    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 182,924 shares
    Change vs previous 13F -9,279 shares

    3.13% of the 13F portfolio, value $8,152,924.

    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 192,203 shares
    Change vs previous 13F -2,858 shares

    3.42% of the 13F portfolio, value $8,178,247.

    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 195,061 shares
    Change vs previous 13F +1,921 shares

    3.47% of the 13F portfolio, value $7,952,657.

    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 193,140 shares
    Change vs previous 13F +2,442 shares

    3.39% of the 13F portfolio, value $7,818,307.

    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 190,698 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $7,854,851.

    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).