SAGESPRING WEALTH PARTNERS, LLC: PSX position timeline

SAGESPRING WEALTH PARTNERS, LLC held 6,477 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 6,477 shares

   Change vs previous 13F +45 shares

   0.02% of the 13F portfolio, value $1,094,914.

   13F-HR 0002056425-26-000006 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 6,432 shares

   Change vs previous 13F +198 shares

   0.02% of the 13F portfolio, value $1,171,771.

   13F-HR 0002056425-26-000002 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 6,234 shares

   Change vs previous 13F +382 shares

   0.01% of the 13F portfolio, value $804,486.

   13F-HR 0002056425-26-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 5,852 shares

   Change vs previous 13F +119 shares

   0.02% of the 13F portfolio, value $795,970.

   13F-HR 0002056425-25-000006 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 5,733 shares

   Change vs previous 13F +1,601 shares

   0.01% of the 13F portfolio, value $683,941.

   13F-HR 0002056425-25-000004 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 4,132 shares

   Change vs previous 13F +1,572 shares

   0.01% of the 13F portfolio, value $510,228.

   13F-HR 0002056425-25-000002 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 2,560 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $291,648.

   13F-HR 0002056425-25-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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