Phoenix Wealth Advisors
- SEC CIK
- 0001842362
- Latest filing
- Jul 31, 2026
HUBS holding history
HubSpot 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.
HUBS overviewAll 13F holders of HUBSFull Q2 2026 holdings
- Shares (Q3 2022)
- 0
- Sold out in Q3 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2022 | 0 | $0 | 0.0% | −907−100.0% | Sold out | Holders |
| Q2 2022 | 907 | $273.0K | 0.3% | −117−11.4% | Reduced | Holders |
| Q1 2022 | 1,024 | $463.0K | 0.5% | −198−16.2% | Reduced | Holders |
| Q4 2021 | 1,222 | $805.0K | 0.6% | −131−9.7% | Reduced | Holders |
| Q3 2021 | 1,353 | $915.0K | 0.7% | +27+2.0% | Added | Holders |
| Q2 2021 | 1,326 | $798.0K | 0.6% | +1,326 | New | Holders |