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Disclosery

DecisionPoint Financial, LLC: PSX position timeline

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

DecisionPoint Financial, LLC held 632 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 632 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $110,284.

    13F-HR 0001938514-26-000003 filed by DecisionPoint Financial, 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 627 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $114,227.

    13F-HR 0001938514-26-000002 filed by DecisionPoint Financial, 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 627 shares
    Change vs previous 13F +623 shares

    0.02% of the 13F portfolio, value $80,909.

    13F-HR 0001938514-26-000001 filed by DecisionPoint Financial, 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 4 shares
    Change vs previous 13F -500 shares

    <0.01% of the 13F portfolio, value $539.

    13F-HR 0001938514-25-000007 filed by DecisionPoint Financial, 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 504 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $62,068.

    13F-HR 0001938514-25-000006 filed by DecisionPoint Financial, 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 500 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $61,740.

    13F-HR 0001938514-25-000003 filed by DecisionPoint Financial, 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 500 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $56,965.

    13F-HR 0001938514-25-000001 filed by DecisionPoint Financial, 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 500 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $65,725.

    13F-HR 0001938514-24-000006 filed by DecisionPoint Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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