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Phoenix Wealth Advisors: RSP position timeline

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

Phoenix Wealth Advisors held 30,181 RSP 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 30,181 shares
    Change vs previous 13F +857 shares

    2.17% of the 13F portfolio, value $6,421,664.

    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 29,324 shares
    Change vs previous 13F +946 shares

    2.22% of the 13F portfolio, value $5,627,928.

    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 28,378 shares
    Change vs previous 13F +303 shares

    2.09% of the 13F portfolio, value $5,436,078.

    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 28,075 shares
    Change vs previous 13F -2,294 shares

    2.05% of the 13F portfolio, value $5,325,809.

    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 30,369 shares
    Change vs previous 13F +726 shares

    2.31% of the 13F portfolio, value $5,519,322.

    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 29,643 shares
    Change vs previous 13F +5,438 shares

    2.24% of the 13F portfolio, value $5,135,028.

    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 24,205 shares
    Change vs previous 13F +13,671 shares

    1.84% of the 13F portfolio, value $4,241,509.

    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 10,534 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,887,271.

    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).