Phoenix Wealth Advisors: KMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phoenix Wealth Advisors on KMB, newest first. How the timeline and the estimate are built.
Phoenix Wealth Advisors held 0 KMB shares at 2025-12-31 per its 13F-HR filed 2026-01-22.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -2,152 shares
13F-HR 0001842362-26-000001 filed by Phoenix Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 2,152 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $267,580.
13F-HR 0001842362-25-000007 filed by Phoenix Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,152 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $277,436.
13F-HR 0001842362-25-000004 filed by Phoenix Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,152 sharesChange vs previous 13F -8 shares
0.13% of the 13F portfolio, value $306,057.
13F-HR 0001842362-25-000003 filed by Phoenix Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,160 sharesChange vs previous 13F +8 shares
0.12% of the 13F portfolio, value $283,046.
13F-HR 0001842362-25-000001 filed by Phoenix Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,152 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $306,187.
13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).