Skip to content
Disclosery

Phoenix Wealth Advisors: ISCG position timeline

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

Phoenix Wealth Advisors held 20,541 ISCG 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 20,541 shares
    Change vs previous 13F +629 shares

    0.45% of the 13F portfolio, value $1,346,288.

    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 19,912 shares
    Change vs previous 13F +104 shares

    0.43% of the 13F portfolio, value $1,091,167.

    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 19,808 shares
    Change vs previous 13F +94 shares

    0.42% of the 13F portfolio, value $1,098,532.

    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 19,714 shares
    Change vs previous 13F -496 shares

    0.41% of the 13F portfolio, value $1,070,650.

    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 20,210 shares
    Change vs previous 13F -6,157 shares

    0.42% of the 13F portfolio, value $1,005,637.

    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 26,367 shares
    Change vs previous 13F -8,869 shares

    0.52% of the 13F portfolio, value $1,187,851.

    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 35,236 shares
    Change vs previous 13F +6,024 shares

    0.76% of the 13F portfolio, value $1,742,765.

    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 29,212 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,430,220.

    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).