DAVENPORT & Co LLC: PSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVENPORT & Co LLC on PSI, newest first. How the timeline and the estimate are built.

DAVENPORT & Co LLC held 1,855 PSI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

period ended2026-06-30
13F 1,855 shares
Change vs previous 13F +1,855 shares
<0.01% of the 13F portfolio, value $348,446.
13F-HR 0000887777-26-000016 filed by DAVENPORT & Co LLC
Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 0 shares
Change vs previous 13F -22,830 shares
13F-HR 0001085146-25-000466 filed by DAVENPORT & Co LLC
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 22,830 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $1,313,172.
13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).