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BRADY FAMILY WEALTH, LLC: PSX position timeline

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

BRADY FAMILY WEALTH, LLC held 35,188 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,188 shares
    Change vs previous 13F -1,030 shares

    1.72% of the 13F portfolio, value $5,948,525.

    13F-HR 0001725547-26-000226 filed by BRADY FAMILY WEALTH, 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 36,218 shares
    Change vs previous 13F +1,431 shares

    2.06% of the 13F portfolio, value $6,598,227.

    13F-HR 0001725547-26-000124 filed by BRADY FAMILY WEALTH, 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 34,787 shares
    Change vs previous 13F +34 shares

    1.39% of the 13F portfolio, value $4,488,850.

    13F-HR 0001725547-26-000001 filed by BRADY FAMILY WEALTH, 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 34,753 shares
    Change vs previous 13F -2,727 shares

    1.46% of the 13F portfolio, value $4,727,164.

    13F-HR 0001725547-25-004110 filed by BRADY FAMILY WEALTH, 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 37,480 shares
    Change vs previous 13F -1,510 shares

    1.38% of the 13F portfolio, value $4,471,403.

    13F-HR 0001725547-25-003396 filed by BRADY FAMILY WEALTH, 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 38,990 shares
    Change vs previous 13F +2,362 shares

    1.54% of the 13F portfolio, value $4,814,427.

    13F-HR 0001725547-25-001427 filed by BRADY FAMILY WEALTH, 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 36,628 shares
    Change vs previous 13F -419 shares

    1.28% of the 13F portfolio, value $4,172,981.

    13F-HR 0001725547-25-000089 filed by BRADY FAMILY WEALTH, 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 37,047 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $4,869,807.

    13F-HR 0001725547-24-005913 filed by BRADY FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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