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Disclosery

Braver Wealth Management, LLC: PSX position timeline

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

Braver Wealth Management, LLC held 0 PSX shares at 2016-09-30 per its 13F-HR filed 2016-10-26.

the latest 13F is the newest step

  1. period ended2016-09-30
    13F 0 shares
    Change vs previous 13F -2,817 shares

    13F-HR 0001566494-16-000010 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2016-06-30
    13F 2,817 shares
    Change vs previous 13F -350 shares

    0.04% of the 13F portfolio, value $223,000.

    13F-HR 0001566494-16-000009 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-03-31
    13F 3,167 shares
    Change vs previous 13F +350 shares

    0.05% of the 13F portfolio, value $274,000.

    13F-HR 0001566494-16-000008 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-12-31
    13F 2,817 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $230,000.

    13F-HR 0001566494-16-000007 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-09-30
    13F 2,817 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $216,000.

    13F-HR 0001566494-15-000005 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2015-06-30
    13F 2,817 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $226,934.

    13F-HR 0001566494-15-000004 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-03-31
    13F 2,817 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $221,413.

    13F-HR 0001566494-15-000003 filed by Braver Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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