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Phoenix Wealth Advisors: MSI position timeline

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

Phoenix Wealth Advisors held 6,049 MSI 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 6,049 shares
    Change vs previous 13F -68 shares

    0.85% of the 13F portfolio, value $2,512,005.

    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 6,117 shares
    Change vs previous 13F -236 shares

    1.05% of the 13F portfolio, value $2,654,435.

    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 6,353 shares
    Change vs previous 13F +38 shares

    0.94% of the 13F portfolio, value $2,435,403.

    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 6,315 shares
    Change vs previous 13F -93 shares

    1.11% of the 13F portfolio, value $2,887,926.

    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 6,408 shares
    Change vs previous 13F -417 shares

    1.13% of the 13F portfolio, value $2,694,371.

    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 6,825 shares
    Change vs previous 13F -228 shares

    1.3% of the 13F portfolio, value $2,988,053.

    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 7,053 shares
    Change vs previous 13F -198 shares

    1.41% of the 13F portfolio, value $3,260,108.

    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 7,251 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $3,260,267.

    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).