WBI INVESTMENTS, LLC: PSX position timeline

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

WBI INVESTMENTS, LLC held 2,030 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 2,030 shares
Change vs previous 13F -903 shares
0.09% of the 13F portfolio, value $343,207.
13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, LLC
Filed 2026-08-11 (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).
period ended2026-03-31
13F 2,933 shares
Change vs previous 13F not available
0.15% of the 13F portfolio, value $534,334.
13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- WBI INVESTMENTS, LLC: 2,933 shares
- MILLINGTON SECURITIES, LLC: 2,933 shares (included in another member's report, not added)
Acceptance time not in the bulk data set (spec §4.2).