JAMISON PRIVATE WEALTH MANAGEMENT, INC.: BIP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JAMISON PRIVATE WEALTH MANAGEMENT, INC. on BIP, newest first. How the timeline and the estimate are built.
JAMISON PRIVATE WEALTH MANAGEMENT, INC. held 57,053 BIP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 57,053 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $2,081,882.
13F-HR 0002006637-26-000003 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 57,053 sharesChange vs previous 13F 0 shares
0.25% of the 13F portfolio, value $2,060,772.
13F-HR 0002006637-26-000002 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 57,053 sharesChange vs previous 13F 0 shares
0.24% of the 13F portfolio, value $1,982,038.
13F-HR 0002006637-26-000001 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 57,053 sharesChange vs previous 13F -1,566 shares
0.24% of the 13F portfolio, value $1,876,490.
13F-HR 0002006637-25-000006 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 58,619 sharesChange vs previous 13F 0 shares
0.28% of the 13F portfolio, value $1,963,722.
13F-HR 0002006637-25-000003 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 58,619 sharesChange vs previous 13F -972 shares
0.27% of the 13F portfolio, value $1,746,247.
13F-HR 0002006637-25-000002 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 59,591 sharesChange vs previous 13F 0 shares
0.28% of the 13F portfolio, value $1,894,394.
13F-HR 0002006637-25-000001 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 59,591 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $2,088,065.
13F-HR 0002006637-24-000006 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).