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Phoenix Wealth Advisors: MINT position timeline

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

Phoenix Wealth Advisors held 15,353 MINT 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 15,353 shares
    Change vs previous 13F -1,082 shares

    0.52% of the 13F portfolio, value $1,547,736.

    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 16,435 shares
    Change vs previous 13F -614 shares

    0.65% of the 13F portfolio, value $1,652,868.

    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 17,049 shares
    Change vs previous 13F +1,755 shares

    0.66% of the 13F portfolio, value $1,710,697.

    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 15,294 shares
    Change vs previous 13F +543 shares

    0.59% of the 13F portfolio, value $1,539,953.

    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 14,751 shares
    Change vs previous 13F -10 shares

    0.62% of the 13F portfolio, value $1,482,992.

    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 14,761 shares
    Change vs previous 13F -152 shares

    0.65% of the 13F portfolio, value $1,485,252.

    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 14,913 shares
    Change vs previous 13F -34 shares

    0.65% of the 13F portfolio, value $1,496,370.

    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 14,947 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,505,013.

    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).