Skip to content
Disclosery

Phoenix Wealth Advisors: DRI position timeline

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

Phoenix Wealth Advisors held 11,420 DRI 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 11,420 shares
    Change vs previous 13F -281 shares

    0.79% of the 13F portfolio, value $2,352,731.

    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 11,701 shares
    Change vs previous 13F -1,078 shares

    0.91% of the 13F portfolio, value $2,293,820.

    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 12,779 shares
    Change vs previous 13F -103 shares

    0.9% of the 13F portfolio, value $2,351,604.

    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 12,882 shares
    Change vs previous 13F -393 shares

    0.94% of the 13F portfolio, value $2,452,275.

    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 13,275 shares
    Change vs previous 13F -1,028 shares

    1.21% of the 13F portfolio, value $2,893,472.

    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 14,303 shares
    Change vs previous 13F -288 shares

    1.29% of the 13F portfolio, value $2,971,591.

    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 14,591 shares
    Change vs previous 13F -576 shares

    1.18% of the 13F portfolio, value $2,723,994.

    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 15,167 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,489,360.

    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).