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Phoenix Wealth Advisors: SPEM position timeline

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

Phoenix Wealth Advisors held 114,752 SPEM 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 114,752 shares
    Change vs previous 13F +3,677 shares

    2% of the 13F portfolio, value $5,941,855.

    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 111,075 shares
    Change vs previous 13F +3,087 shares

    2.06% of the 13F portfolio, value $5,210,530.

    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 107,988 shares
    Change vs previous 13F +814 shares

    1.94% of the 13F portfolio, value $5,054,920.

    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 107,174 shares
    Change vs previous 13F +1,616 shares

    1.93% of the 13F portfolio, value $5,016,838.

    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 105,558 shares
    Change vs previous 13F +27,223 shares

    1.89% of the 13F portfolio, value $4,511,570.

    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 78,335 shares
    Change vs previous 13F +14,031 shares

    1.34% of the 13F portfolio, value $3,084,046.

    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 64,304 shares
    Change vs previous 13F +17,140 shares

    1.07% of the 13F portfolio, value $2,467,342.

    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 47,164 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,946,930.

    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).