Skip to content
Disclosery

Parcion Private Wealth LLC: PSX position timeline

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

Parcion Private Wealth LLC held 14,333 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,333 shares
    Change vs previous 13F +1,502 shares

    0.13% of the 13F portfolio, value $2,422,993.

    13F-HR 0001801263-26-000004 filed by Parcion Private Wealth 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 12,831 shares
    Change vs previous 13F -212 shares

    0.14% of the 13F portfolio, value $2,337,552.

    13F-HR 0001801263-26-000003 filed by Parcion Private Wealth 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 13,043 shares
    Change vs previous 13F +1,685 shares

    0.1% of the 13F portfolio, value $1,683,068.

    13F-HR 0001801263-26-000001 filed by Parcion Private Wealth 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 11,358 shares
    Change vs previous 13F +1,364 shares

    0.1% of the 13F portfolio, value $1,544,915.

    13F-HR 0001801263-25-000008 filed by Parcion Private Wealth 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 9,994 shares
    Change vs previous 13F +491 shares

    0.09% of the 13F portfolio, value $1,192,285.

    13F-HR 0001801263-25-000007 filed by Parcion Private Wealth 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 9,503 shares
    Change vs previous 13F +267 shares

    0.1% of the 13F portfolio, value $1,173,430.

    13F-HR 0001801263-25-000005 filed by Parcion Private Wealth 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 9,236 shares
    Change vs previous 13F -45 shares

    0.08% of the 13F portfolio, value $1,052,257.

    13F-HR 0001801263-25-000003 filed by Parcion Private Wealth 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 9,281 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,219,987.

    13F-HR 0001801263-24-000009 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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