Skip to content
Disclosery

Old North State Trust, LLC: PSX position timeline

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

Old North State Trust, LLC held 6,443 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,443 shares
    Change vs previous 13F +356 shares

    0.56% of the 13F portfolio, value $1,089,000.

    13F-HR 0001760444-26-000003 filed by Old North State Trust, 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 6,087 shares
    Change vs previous 13F +423 shares

    0.66% of the 13F portfolio, value $1,109,000.

    13F-HR 0001760444-26-000002 filed by Old North State Trust, 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 5,664 shares
    Change vs previous 13F +552 shares

    0.43% of the 13F portfolio, value $731,000.

    13F-HR 0001760444-26-000001 filed by Old North State Trust, 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 5,112 shares
    Change vs previous 13F +352 shares

    0.42% of the 13F portfolio, value $695,000.

    13F-HR 0001760444-25-000006 filed by Old North State Trust, 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 4,760 shares
    Change vs previous 13F +1,306 shares

    0.39% of the 13F portfolio, value $568,000.

    13F-HR 0001760444-25-000003 filed by Old North State Trust, 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 3,454 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $394,000.

    13F-HR 0001760444-25-000002 filed by Old North State Trust, 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 3,454 shares
    Change vs previous 13F +1,923 shares

    0.25% of the 13F portfolio, value $394,000.

    13F-HR 0001760444-25-000001 filed by Old North State Trust, 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 1,531 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $201,000.

    13F-HR 0001760444-24-000005 filed by Old North State Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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