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Phoenix Wealth Advisors: FAST position timeline

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

Phoenix Wealth Advisors held 36,175 FAST 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 36,175 shares
    Change vs previous 13F -1,008 shares

    0.59% of the 13F portfolio, value $1,737,485.

    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 37,183 shares
    Change vs previous 13F -2,609 shares

    0.68% of the 13F portfolio, value $1,725,291.

    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 39,792 shares
    Change vs previous 13F -148 shares

    0.61% of the 13F portfolio, value $1,596,853.

    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 39,940 shares
    Change vs previous 13F -620 shares

    0.75% of the 13F portfolio, value $1,958,658.

    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 40,560 shares
    Change vs previous 13F +20,188 shares

    0.71% of the 13F portfolio, value $1,703,520.

    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 20,372 shares
    Change vs previous 13F -842 shares

    0.69% of the 13F portfolio, value $1,579,849.

    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 21,214 shares
    Change vs previous 13F -164 shares

    0.66% of the 13F portfolio, value $1,525,499.

    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 21,378 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,526,817.

    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).