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Phoenix Wealth Advisors: VEA position timeline

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

Phoenix Wealth Advisors held 218,785 VEA 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 218,785 shares
    Change vs previous 13F +8,407 shares

    5.26% of the 13F portfolio, value $15,588,446.

    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 210,378 shares
    Change vs previous 13F -68 shares

    5.32% of the 13F portfolio, value $13,481,015.

    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 210,446 shares
    Change vs previous 13F +2,091 shares

    5.06% of the 13F portfolio, value $13,146,571.

    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 208,355 shares
    Change vs previous 13F +22,287 shares

    4.8% of the 13F portfolio, value $12,484,647.

    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 186,068 shares
    Change vs previous 13F +32,550 shares

    4.44% of the 13F portfolio, value $10,607,759.

    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 153,518 shares
    Change vs previous 13F +51,384 shares

    3.4% of the 13F portfolio, value $7,803,305.

    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 102,134 shares
    Change vs previous 13F +6,132 shares

    2.12% of the 13F portfolio, value $4,884,048.

    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 96,002 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $5,069,874.

    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).