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SII INVESTMENTS INC/WI: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SII INVESTMENTS INC/WI on PSX, newest first. How the timeline and the estimate are built.

SII INVESTMENTS INC/WI held 0 PSX shares at 2018-03-31 per its 13F-HR filed 2018-04-16.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 0 shares
    Change vs previous 13F -2,611 shares

    13F-HR 0001085146-18-001089 filed by SII INVESTMENTS INC/WI
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2017-12-31
    13F 2,611 shares
    Change vs previous 13F -48,458 shares

    0.03% of the 13F portfolio, value $265,000.

    13F-HR 0001085146-18-000439 filed by SII INVESTMENTS INC/WI
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2017-09-30
    13F 51,069 shares
    Change vs previous 13F -6,619 shares

    0.27% of the 13F portfolio, value $4,682,000.

    13F-HR 0001085146-17-002267 filed by SII INVESTMENTS INC/WI
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2017-06-30
    13F 57,688 shares
    Change vs previous 13F -12,820 shares

    0.3% of the 13F portfolio, value $4,770,000.

    13F-HR 0001085146-17-001913 filed by SII INVESTMENTS INC/WI
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2017-03-31
    13F 70,508 shares
    Change vs previous 13F +1,638 shares

    0.38% of the 13F portfolio, value $5,588,000.

    13F-HR 0001085146-17-001383 filed by SII INVESTMENTS INC/WI
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-12-31
    13F 68,870 shares
    Change vs previous 13F -7,559 shares

    0.44% of the 13F portfolio, value $5,947,000.

    13F-HR 0001085146-17-000520 filed by SII INVESTMENTS INC/WI
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2016-09-30
    13F 76,429 shares
    Change vs previous 13F -17,207 shares

    0.47% of the 13F portfolio, value $6,152,000.

    13F-HR 0001085146-16-004730 filed by SII INVESTMENTS INC/WI
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-06-30
    13F 93,636 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $7,434,000.

    13F-HR 0001085146-16-004209 filed by SII INVESTMENTS INC/WI
    Filed (acceptance time not in the bulk data set), ingested

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