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Disclosery

Phoenix Wealth Advisors: PBJ position timeline

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

Phoenix Wealth Advisors held 5,590 PBJ 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 5,590 shares
    Change vs previous 13F -50 shares

    0.09% of the 13F portfolio, value $263,457.

    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 5,640 shares
    Change vs previous 13F -152 shares

    0.11% of the 13F portfolio, value $276,134.

    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 5,792 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $259,509.

    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).