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Bollard Group LLC: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bollard Group LLC on PSX, newest first. How the timeline and the estimate are built.

Bollard Group LLC held 109,875 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,875 shares
    Change vs previous 13F +605 shares

    0.57% of the 13F portfolio, value $18,574,000.

    13F-HR 0000929638-26-003007 filed by Bollard Group LLC
    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 109,270 shares
    Change vs previous 13F -414 shares

    0.61% of the 13F portfolio, value $19,907,000.

    13F-HR 0000929638-26-001858 filed by Bollard Group LLC
    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 109,684 shares
    Change vs previous 13F -7,240 shares

    0.37% of the 13F portfolio, value $14,154,000.

    13F-HR 0000929638-26-000624 filed by Bollard Group LLC
    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 116,924 shares
    Change vs previous 13F +5,106 shares

    0.39% of the 13F portfolio, value $15,904,000.

    13F-HR 0000929638-25-004264 filed by Bollard Group LLC
    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 111,818 shares
    Change vs previous 13F +7,482 shares

    0.31% of the 13F portfolio, value $13,340,000.

    13F-HR 0000929638-25-003004 filed by Bollard Group LLC
    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 104,336 shares
    Change vs previous 13F +864 shares

    0.34% of the 13F portfolio, value $12,883,000.

    13F-HR 0000929638-25-001883 filed by Bollard Group LLC
    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 103,472 shares
    Change vs previous 13F -721 shares

    0.33% of the 13F portfolio, value $11,789,000.

    13F-HR 0000929638-25-000729 filed by Bollard Group LLC
    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 104,193 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $13,696,000.

    13F-HR 0000929638-24-003845 filed by Bollard Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).