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Disclosery

Glass Wealth Management Co LLC: PSX position timeline

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

Glass Wealth Management Co LLC held 30,990 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,990 shares
    Change vs previous 13F +591 shares

    1.75% of the 13F portfolio, value $5,238,860.

    13F-HR 0002017692-26-000003 filed by Glass Wealth Management Co 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 30,399 shares
    Change vs previous 13F +800 shares

    2.15% of the 13F portfolio, value $5,538,090.

    13F-HR 0002017692-26-000002 filed by Glass Wealth Management Co 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 29,599 shares
    Change vs previous 13F -1,500 shares

    1.57% of the 13F portfolio, value $3,819,455.

    13F-HR 0002017692-26-000001 filed by Glass Wealth Management Co 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 31,099 shares
    Change vs previous 13F +3,365 shares

    1.89% of the 13F portfolio, value $4,230,086.

    13F-HR 0002017692-25-000006 filed by Glass Wealth Management Co 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 27,734 shares
    Change vs previous 13F -495 shares

    1.76% of the 13F portfolio, value $3,308,666.

    13F-HR 0002017692-25-000005 filed by Glass Wealth Management Co 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 28,229 shares
    Change vs previous 13F -1,880 shares

    2.09% of the 13F portfolio, value $3,485,717.

    13F-HR 0002017692-25-000004 filed by Glass Wealth Management Co 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 30,109 shares
    Change vs previous 13F -630 shares

    1.86% of the 13F portfolio, value $3,430,318.

    13F-HR 0002017692-25-000001 filed by Glass Wealth Management Co 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 30,739 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $4,040,642.

    13F-HR 0002017692-24-000005 filed by Glass Wealth Management Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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