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Phoenix Wealth Advisors: ISCF position timeline

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

Phoenix Wealth Advisors held 278,022 ISCF 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 278,022 shares
    Change vs previous 13F +15,841 shares

    4.06% of the 13F portfolio, value $12,035,572.

    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 262,181 shares
    Change vs previous 13F -23,911 shares

    4.33% of the 13F portfolio, value $10,956,544.

    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 286,092 shares
    Change vs previous 13F +7,285 shares

    4.56% of the 13F portfolio, value $11,867,096.

    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 278,807 shares
    Change vs previous 13F +10,064 shares

    4.41% of the 13F portfolio, value $11,465,938.

    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 268,743 shares
    Change vs previous 13F +9,630 shares

    4.36% of the 13F portfolio, value $10,419,166.

    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 259,113 shares
    Change vs previous 13F +10,029 shares

    3.8% of the 13F portfolio, value $8,727,055.

    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 249,084 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $8,040,432.

    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).