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Phoenix Wealth Advisors: IUSG position timeline

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

Phoenix Wealth Advisors held 48,409 IUSG 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 48,409 shares
    Change vs previous 13F +1,865 shares

    3.07% of the 13F portfolio, value $9,105,186.

    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 46,544 shares
    Change vs previous 13F -443 shares

    2.85% of the 13F portfolio, value $7,219,475.

    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 46,987 shares
    Change vs previous 13F +388 shares

    3.04% of the 13F portfolio, value $7,890,985.

    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 46,599 shares
    Change vs previous 13F -178 shares

    2.95% of the 13F portfolio, value $7,667,410.

    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 46,777 shares
    Change vs previous 13F -9,661 shares

    2.95% of the 13F portfolio, value $7,035,306.

    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 56,438 shares
    Change vs previous 13F +5,915 shares

    3.13% of the 13F portfolio, value $7,172,086.

    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 50,523 shares
    Change vs previous 13F -5,908 shares

    3.05% of the 13F portfolio, value $7,040,419.

    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 56,431 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $7,443,777.

    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).