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Disclosery

Wedmont Private Capital: PSX position timeline

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

Wedmont Private Capital held 15,064 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,064 shares
    Change vs previous 13F +2,170 shares

    0.1% of the 13F portfolio, value $4,241,892.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,894 shares
    Change vs previous 13F +175 shares

    0.07% of the 13F portfolio, value $2,428,788.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,719 shares
    Change vs previous 13F +1,034 shares

    0.07% of the 13F portfolio, value $2,136,786.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,685 shares
    Change vs previous 13F -201 shares

    0.06% of the 13F portfolio, value $1,611,162.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,886 shares
    Change vs previous 13F +452 shares

    0.06% of the 13F portfolio, value $1,573,379.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,434 shares
    Change vs previous 13F +4,853 shares

    0.06% of the 13F portfolio, value $1,492,288.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,581 shares
    Change vs previous 13F -275 shares

    0.03% of the 13F portfolio, value $640,862.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,856 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $781,105.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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