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Phoenix Wealth Advisors: HDV position timeline

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

Phoenix Wealth Advisors held 16,265 HDV 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 16,265 shares
    Change vs previous 13F +12,954 shares

    0.15% of the 13F portfolio, value $445,824.

    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 3,311 shares
    Change vs previous 13F -113 shares

    0.18% of the 13F portfolio, value $449,369.

    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 3,424 shares
    Change vs previous 13F +1,498 shares

    0.16% of the 13F portfolio, value $416,393.

    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 1,926 shares
    Change vs previous 13F +120 shares

    0.09% of the 13F portfolio, value $235,839.

    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 1,806 shares
    Change vs previous 13F -25,596 shares

    0.09% of the 13F portfolio, value $211,609.

    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 27,402 shares
    Change vs previous 13F +20,992 shares

    1.45% of the 13F portfolio, value $3,318,870.

    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 6,410 shares
    Change vs previous 13F +4,174 shares

    0.31% of the 13F portfolio, value $719,587.

    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 2,236 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $262,998.

    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).