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Disclosery

Great Diamond Partners, LLC: PSX position timeline

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

Great Diamond Partners, LLC held 1,673 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,673 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $282,821.

    13F-HR 0001172661-26-002658 filed by Great Diamond 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 1,673 shares
    Change vs previous 13F -91 shares

    0.06% of the 13F portfolio, value $304,787.

    13F-HR 0001172661-26-001739 filed by Great Diamond 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 1,764 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $227,627.

    13F-HR 0001172661-26-000514 filed by Great Diamond 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 1,764 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $239,939.

    13F-HR 0001172661-25-004336 filed by Great Diamond 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 1,764 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $210,445.

    13F-HR 0001172661-25-003158 filed by Great Diamond 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 1,764 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $217,819.

    13F-HR 0001172661-25-001768 filed by Great Diamond 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 1,764 shares
    Change vs previous 13F -3,578 shares

    0.05% of the 13F portfolio, value $200,973.

    13F-HR 0001172661-25-000333 filed by Great Diamond 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 5,342 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $702,206.

    13F-HR 0001172661-24-004362 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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