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Phoenix Wealth Advisors: DTCR position timeline

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

Phoenix Wealth Advisors held 53,028 DTCR 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 53,028 shares
    Change vs previous 13F +118 shares

    0.54% of the 13F portfolio, value $1,610,460.

    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 52,910 shares
    Change vs previous 13F +15 shares

    0.5% of the 13F portfolio, value $1,267,724.

    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 52,895 shares
    Change vs previous 13F -158 shares

    0.43% of the 13F portfolio, value $1,116,085.

    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 53,053 shares
    Change vs previous 13F +26 shares

    0.42% of the 13F portfolio, value $1,086,525.

    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 53,027 shares
    Change vs previous 13F -729 shares

    0.41% of the 13F portfolio, value $988,423.

    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 53,756 shares
    Change vs previous 13F +556 shares

    0.38% of the 13F portfolio, value $874,073.

    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 53,200 shares
    Change vs previous 13F -37 shares

    0.38% of the 13F portfolio, value $880,460.

    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 53,237 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $938,036.

    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).