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DAYMARK WEALTH PARTNERS, LLC: PSX position timeline

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

DAYMARK WEALTH PARTNERS, LLC held 87,073 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,073 shares
    Change vs previous 13F +237 shares

    0.36% of the 13F portfolio, value $14,719,761.

    13F-HR 0001956824-26-000003 filed by DAYMARK WEALTH PARTNERS, 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 86,836 shares
    Change vs previous 13F -199 shares

    0.5% of the 13F portfolio, value $15,819,726.

    13F-HR 0001956824-26-000002 filed by DAYMARK WEALTH PARTNERS, 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 87,035 shares
    Change vs previous 13F +1,378 shares

    0.36% of the 13F portfolio, value $11,231,051.

    13F-HR 0001956824-26-000001 filed by DAYMARK WEALTH PARTNERS, 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 85,657 shares
    Change vs previous 13F +1,074 shares

    0.4% of the 13F portfolio, value $11,651,036.

    13F-HR 0001956824-25-000009 filed by DAYMARK WEALTH PARTNERS, 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 84,583 shares
    Change vs previous 13F +1,640 shares

    0.38% of the 13F portfolio, value $10,090,734.

    13F-HR 0001956824-25-000007 filed by DAYMARK WEALTH PARTNERS, 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/A 82,943 shares
    Change vs previous 13F +113 shares

    0.44% of the 13F portfolio, value $10,241,832.

    13F-HR/A 0001956824-25-000005 filed by DAYMARK WEALTH PARTNERS, 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/A 82,830 shares
    Change vs previous 13F +7,535 shares

    0.4% of the 13F portfolio, value $9,436,778.

    13F-HR/A 0001956824-25-000002 filed by DAYMARK WEALTH PARTNERS, 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 75,295 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $9,897,553.

    13F-HR 0001956824-24-000004 filed by DAYMARK WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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