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Ziegler Capital Management, LLC: PSX position timeline

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

Ziegler Capital Management, LLC held 17,435 PSX shares at 2024-03-31 per its 13F-HR filed 2024-05-15.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 17,435 shares
    Change vs previous 13F -1,125 shares

    0.11% of the 13F portfolio, value $2,877,976.

    13F-HR 0001307617-24-000004 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 18,560 shares
    Change vs previous 13F -6,077 shares

    0.11% of the 13F portfolio, value $2,475,734.

    13F-HR 0001172661-24-000196 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 24,637 shares
    Change vs previous 13F -6,574 shares

    0.12% of the 13F portfolio, value $2,959,605.

    13F-HR 0001172661-23-003411 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 31,211 shares
    Change vs previous 13F -740 shares

    0.11% of the 13F portfolio, value $2,976,656.

    13F-HR 0001172661-23-002615 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 31,951 shares
    Change vs previous 13F -129 shares

    0.13% of the 13F portfolio, value $3,266,875.

    13F-HR 0001172661-23-001834 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 32,080 shares
    Change vs previous 13F +167 shares

    0.14% of the 13F portfolio, value $3,333,082.

    13F-HR 0001172661-23-000275 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 31,913 shares
    Change vs previous 13F +4,863 shares

    0.12% of the 13F portfolio, value $2,649,000.

    13F-HR 0001172661-22-002236 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 27,050 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,218,000.

    13F-HR 0001172661-22-001650 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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