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Disclosery

SevenBridge Financial Group, LLC: PSX position timeline

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

SevenBridge Financial Group, LLC held 38,451 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,451 shares
    Change vs previous 13F -18 shares

    1.15% of the 13F portfolio, value $7,840,447.

    13F-HR 0001951757-26-001245 filed by SevenBridge Financial 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 ended2026-03-31
    13F 38,469 shares
    Change vs previous 13F -27 shares

    0.97% of the 13F portfolio, value $6,180,041.

    13F-HR 0001951757-26-000718 filed by SevenBridge Financial 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 ended2025-12-31
    13F 38,496 shares
    Change vs previous 13F +1,626 shares

    0.87% of the 13F portfolio, value $5,404,496.

    13F-HR 0001951757-26-000336 filed by SevenBridge Financial 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 ended2025-09-30
    13F 36,870 shares
    Change vs previous 13F +3,151 shares

    0.84% of the 13F portfolio, value $5,088,865.

    13F-HR 0001951757-25-001420 filed by SevenBridge Financial 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 ended2025-06-30
    13F 33,719 shares
    Change vs previous 13F +3,495 shares

    0.71% of the 13F portfolio, value $4,047,603.

    13F-HR 0001951757-25-001137 filed by SevenBridge Financial 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 ended2025-03-31
    13F 30,224 shares
    Change vs previous 13F +3,016 shares

    0.71% of the 13F portfolio, value $3,586,950.

    13F-HR 0001951757-25-000553 filed by SevenBridge Financial 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 ended2024-12-31
    13F 27,208 shares
    Change vs previous 13F +2,851 shares

    0.67% of the 13F portfolio, value $3,524,824.

    13F-HR 0001951757-25-000246 filed by SevenBridge Financial 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 ended2024-09-30
    13F 24,357 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,116,262.

    13F-HR 0001951757-24-001199 filed by SevenBridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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