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Phoenix Wealth Advisors: GOVT position timeline

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

Phoenix Wealth Advisors held 473,607 GOVT 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 473,607 shares
    Change vs previous 13F +34,083 shares

    3.64% of the 13F portfolio, value $10,788,758.

    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 439,524 shares
    Change vs previous 13F +42,823 shares

    3.98% of the 13F portfolio, value $10,069,502.

    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 396,701 shares
    Change vs previous 13F +9,800 shares

    3.51% of the 13F portfolio, value $9,134,046.

    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 386,901 shares
    Change vs previous 13F +17,587 shares

    3.44% of the 13F portfolio, value $8,945,155.

    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 369,314 shares
    Change vs previous 13F +19,624 shares

    3.55% of the 13F portfolio, value $8,486,829.

    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 349,690 shares
    Change vs previous 13F +168,126 shares

    3.5% of the 13F portfolio, value $8,037,629.

    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 181,564 shares
    Change vs previous 13F -19,295 shares

    1.81% of the 13F portfolio, value $4,172,341.

    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 200,859 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $4,710,144.

    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).