Phoenix Wealth Advisors

SEC CIK: 0001842362
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

BLK holding history

BlackRock, Inc. in every 13F filed by Phoenix Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BLK overview All 13F holders of BLK Full Q2 2026 holdings

Shares (Q2 2026): 397
Value: $381.7K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of BLK by Phoenix Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	397	$381.7K	0.1%	−6−1.5%	Reduced	Holders
Q1 2026	403	$387.6K	0.2%	−18−4.3%	Reduced	Holders
Q4 2025	421	$450.6K	0.2%	−10−2.3%	Reduced	Holders
Q3 2025	431	$502.5K	0.2%	−12−2.7%	Reduced	Holders
Q2 2025	443	$464.8K	0.2%	00.0%	Unchanged	Holders
Q1 2025	443	$419.3K	0.2%	+9+2.1%	Added	Holders
Q4 2024	434	$444.9K	0.2%	−8−1.8%	Reduced	Holders
Q3 2024	442	$419.7K	0.2%	−10−2.2%	Reduced	Holders
Q2 2024	452	$355.8K	0.2%	+18+4.1%	Added	Holders
Q1 2024	434	$361.8K	0.2%	−4−0.9%	Reduced	Holders
Q4 2023	438	$350.5K	0.2%	−2−0.5%	Reduced	Holders
Q3 2023	440	$284.5K	0.2%	+6+1.4%	Added	Holders
Q2 2023	434	$300.0K	0.2%	−14−3.1%	Reduced	Holders
Q1 2023	448	$299.8K	0.2%	−8−1.8%	Reduced	Holders
Q4 2022	456	$323.1K	0.2%	+11+2.5%	Added	Holders
Q3 2022	445	$245.0K	0.2%	−2−0.4%	Reduced	Holders
Q2 2022	447	$272.0K	0.3%	+41+10.1%	Added	Holders
Q1 2022	406	$303.0K	0.3%	+30+8.0%	Added	Holders
Q4 2021	376	$344.0K	0.3%	−83−18.1%	Reduced	Holders
Q3 2021	459	$385.0K	0.3%	+5+1.1%	Added	Holders
Q2 2021	454	$405.0K	0.3%	+49+12.1%	Added	Holders
Q1 2021	405	$311.0K	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.