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Phoenix Wealth Advisors

SEC CIK
0001842362
Latest filing
Jul 31, 2026

EL holding history

Estee Lauder Companies 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.

EL overviewAll 13F holders of ELFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of EL by Phoenix Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−965−100.0%Sold outHolders
Q1 2023965$237.8K0.1%00.0%UnchangedHolders
Q4 2022965$239.4K0.1%00.0%UnchangedHolders
Q3 2022965$208.0K0.2%−167−14.8%ReducedHolders
Q2 20221,132$288.0K0.3%−20−1.7%ReducedHolders
Q1 20221,152$305.0K0.3%00.0%UnchangedHolders
Q4 20211,152$426.0K0.3%00.0%UnchangedHolders
Q3 20211,152$346.0K0.3%00.0%UnchangedHolders
Q2 20211,152$368.0K0.3%−256−18.2%ReducedHolders
Q1 20211,408$412.0K0.3%––Holders

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