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Disclosery

Rikoon Group, LLC: PSX position timeline

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

Rikoon Group, LLC held 6,944 PSX shares at 2021-03-31 per its 13F-HR filed 2021-05-14.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 6,944 shares
    Change vs previous 13F -667 shares

    0.15% of the 13F portfolio, value $566,000.

    13F-HR 0001085146-21-001628 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F/A 7,611 shares
    Change vs previous 13F -1,362 shares

    0.15% of the 13F portfolio, value $532,000.

    13F-HR/A 0001085146-21-000890 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 8,973 shares
    Change vs previous 13F -1,353 shares

    0.14% of the 13F portfolio, value $465,000.

    13F-HR 0001085146-20-002642 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 10,326 shares
    Change vs previous 13F -538 shares

    0.25% of the 13F portfolio, value $742,000.

    13F-HR 0001085146-20-002052 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 10,864 shares
    Change vs previous 13F -558 shares

    0.24% of the 13F portfolio, value $583,000.

    13F-HR 0001085146-20-001270 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 11,422 shares
    Change vs previous 13F -289 shares

    0.44% of the 13F portfolio, value $1,273,000.

    13F-HR 0001085146-20-000223 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 11,711 shares
    Change vs previous 13F +1 shares

    0.44% of the 13F portfolio, value $1,199,000.

    13F-HR 0001085146-19-002708 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 11,710 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,095,000.

    13F-HR 0001085146-19-002118 filed by Rikoon Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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