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Phoenix Wealth Advisors: VOTE position timeline

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

Phoenix Wealth Advisors held 16,024 VOTE 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 16,024 shares
    Change vs previous 13F -297 shares

    0.48% of the 13F portfolio, value $1,412,822.

    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 16,321 shares
    Change vs previous 13F -16,356 shares

    0.49% of the 13F portfolio, value $1,245,263.

    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 32,677 shares
    Change vs previous 13F -147 shares

    1.01% of the 13F portfolio, value $2,621,468.

    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 32,824 shares
    Change vs previous 13F -1,097 shares

    0.99% of the 13F portfolio, value $2,576,056.

    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 33,921 shares
    Change vs previous 13F -26,888 shares

    1.03% of the 13F portfolio, value $2,467,444.

    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 60,809 shares
    Change vs previous 13F -2,150 shares

    1.73% of the 13F portfolio, value $3,976,269.

    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 62,959 shares
    Change vs previous 13F +12,275 shares

    1.88% of the 13F portfolio, value $4,330,635.

    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 50,684 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $3,397,855.

    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).