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Phoenix Wealth Advisors: SPYV position timeline

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

Phoenix Wealth Advisors held 96,330 SPYV 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 96,330 shares
    Change vs previous 13F +385 shares

    1.97% of the 13F portfolio, value $5,855,892.

    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 95,945 shares
    Change vs previous 13F +1,181 shares

    2.14% of the 13F portfolio, value $5,428,565.

    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 94,764 shares
    Change vs previous 13F +956 shares

    2.07% of the 13F portfolio, value $5,383,563.

    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 93,808 shares
    Change vs previous 13F -11,402 shares

    1.99% of the 13F portfolio, value $5,190,379.

    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 105,210 shares
    Change vs previous 13F -12,894 shares

    2.31% of the 13F portfolio, value $5,506,671.

    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 118,104 shares
    Change vs previous 13F +22,614 shares

    2.63% of the 13F portfolio, value $6,031,562.

    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 95,490 shares
    Change vs previous 13F +11,963 shares

    2.12% of the 13F portfolio, value $4,883,355.

    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 83,527 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $4,415,237.

    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).