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Phoenix Wealth Advisors: PULS position timeline

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

Phoenix Wealth Advisors held 168,444 PULS 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 168,444 shares
    Change vs previous 13F +64,026 shares

    2.81% of the 13F portfolio, value $8,346,398.

    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 104,418 shares
    Change vs previous 13F -244 shares

    2.04% of the 13F portfolio, value $5,168,679.

    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 104,662 shares
    Change vs previous 13F +2,064 shares

    2% of the 13F portfolio, value $5,190,171.

    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 102,598 shares
    Change vs previous 13F -3,579 shares

    1.96% of the 13F portfolio, value $5,112,479.

    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 106,177 shares
    Change vs previous 13F -64,746 shares

    2.21% of the 13F portfolio, value $5,283,369.

    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 170,923 shares
    Change vs previous 13F +89,244 shares

    3.7% of the 13F portfolio, value $8,499,993.

    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 81,679 shares
    Change vs previous 13F +77,483 shares

    1.76% of the 13F portfolio, value $4,047,198.

    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 4,196 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $208,877.

    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).