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Phoenix Wealth Advisors: SBIO position timeline

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

Phoenix Wealth Advisors held 8,390 SBIO 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 8,390 shares
    Change vs previous 13F -42 shares

    0.18% of the 13F portfolio, value $542,414.

    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 8,432 shares
    Change vs previous 13F -1,224 shares

    0.17% of the 13F portfolio, value $441,331.

    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 9,656 shares
    Change vs previous 13F -246 shares

    0.19% of the 13F portfolio, value $494,580.

    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 9,902 shares
    Change vs previous 13F -16,204 shares

    0.15% of the 13F portfolio, value $384,782.

    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 26,106 shares
    Change vs previous 13F -312 shares

    0.33% of the 13F portfolio, value $785,007.

    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 26,418 shares
    Change vs previous 13F +346 shares

    0.33% of the 13F portfolio, value $753,404.

    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 26,072 shares
    Change vs previous 13F -5 shares

    0.37% of the 13F portfolio, value $861,158.

    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 26,077 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $973,454.

    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).