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Phoenix Wealth Advisors: WFC position timeline

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

Phoenix Wealth Advisors held 23,996 WFC 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 23,996 shares
    Change vs previous 13F +2,206 shares

    0.67% of the 13F portfolio, value $1,983,066.

    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 21,790 shares
    Change vs previous 13F -730 shares

    0.69% of the 13F portfolio, value $1,734,718.

    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 22,520 shares
    Change vs previous 13F +19,581 shares

    0.81% of the 13F portfolio, value $2,098,880.

    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 2,939 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $246,324.

    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).