Skip to content
Disclosery

Jacobus Wealth Management, Inc.: PSX position timeline

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

Jacobus Wealth Management, Inc. held 2,045 PSX shares at 2017-09-30 per its 13F-HR filed 2017-10-31.

the latest 13F is the newest step

  1. period ended2017-09-30
    13F 2,045 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $187,000.

    13F-HR 0001140361-17-040251 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-06-30
    13F 2,045 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $169,000.

    13F-HR 0001140361-17-031805 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-03-31
    13F 2,045 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $162,000.

    13F-HR 0001140361-17-019254 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-12-31
    13F 2,045 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $177,000.

    13F-HR 0001140361-17-004415 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-09-30
    13F 2,045 shares
    Change vs previous 13F +2,045 shares

    0.05% of the 13F portfolio, value $165,000.

    13F-HR 0001140361-16-085304 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-06-30
    13F 0 shares
    Change vs previous 13F -8,139 shares

    13F-HR 0001140361-16-074945 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2016-03-31
    13F 8,139 shares
    Change vs previous 13F -5,185 shares

    0.16% of the 13F portfolio, value $544,000.

    13F-HR 0001140361-16-066615 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-12-31
    13F 13,324 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $848,000.

    13F-HR 0001140361-16-050572 filed by Jacobus Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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