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FMA ADVISORY INC: PSX position timeline

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

FMA ADVISORY INC held 18,145 PSX shares at 2021-09-30 per its 13F-HR filed 2021-11-15.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 18,145 shares
    Change vs previous 13F -462 shares

    0.47% of the 13F portfolio, value $1,271,000.

    13F-HR 0001221073-21-000118 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 18,607 shares
    Change vs previous 13F +1,554 shares

    0.59% of the 13F portfolio, value $1,597,000.

    13F-HR 0001221073-21-000097 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 17,053 shares
    Change vs previous 13F +890 shares

    0.43% of the 13F portfolio, value $1,391,000.

    13F-HR 0001221073-21-000052 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 16,163 shares
    Change vs previous 13F -528 shares

    0.38% of the 13F portfolio, value $1,130,000.

    13F-HR 0001221073-21-000041 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 16,691 shares
    Change vs previous 13F +12,682 shares

    0.34% of the 13F portfolio, value $865,000.

    13F-HR 0001221073-21-000040 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 4,009 shares
    Change vs previous 13F -82 shares

    0.13% of the 13F portfolio, value $288,000.

    13F-HR 0001221073-21-000039 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 4,091 shares
    Change vs previous 13F -98 shares

    0.12% of the 13F portfolio, value $219,000.

    13F-HR 0001221073-21-000038 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 4,189 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $467,000.

    13F-HR 0001221073-21-000037 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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