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Disclosery

Intrua Financial, LLC: PSX position timeline

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

Intrua Financial, LLC held 8,430 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,430 shares
    Change vs previous 13F -186 shares

    0.13% of the 13F portfolio, value $1,425,096.

    13F-HR 0001812792-26-000009 filed by Intrua 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 8,616 shares
    Change vs previous 13F -1,198 shares

    0.17% of the 13F portfolio, value $1,569,643.

    13F-HR 0001812792-26-000008 filed by Intrua 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 9,814 shares
    Change vs previous 13F +425 shares

    0.14% of the 13F portfolio, value $1,266,411.

    13F-HR 0001812792-26-000002 filed by Intrua 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 9,389 shares
    Change vs previous 13F +80 shares

    0.15% of the 13F portfolio, value $1,277,056.

    13F-HR 0001812792-25-000002 filed by Intrua 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 9,309 shares
    Change vs previous 13F +419 shares

    0.16% of the 13F portfolio, value $1,110,525.

    13F-HR 0001085146-25-004704 filed by Intrua 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 8,890 shares
    Change vs previous 13F +718 shares

    0.17% of the 13F portfolio, value $1,097,756.

    13F-HR 0001085146-25-003410 filed by Intrua 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 8,172 shares
    Change vs previous 13F -158 shares

    0.15% of the 13F portfolio, value $931,008.

    13F-HR 0001085146-25-003408 filed by Intrua 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 8,330 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,095,018.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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