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JAMISON PRIVATE WEALTH MANAGEMENT, INC.: BN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JAMISON PRIVATE WEALTH MANAGEMENT, INC. on BN, newest first. How the timeline and the estimate are built.

JAMISON PRIVATE WEALTH MANAGEMENT, INC. held 76,191 BN shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,191 shares
    Change vs previous 13F +60 shares

    0.34% of the 13F portfolio, value $3,280,693.

    13F-HR 0002006637-26-000003 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 76,131 shares
    Change vs previous 13F +102 shares

    0.38% of the 13F portfolio, value $3,141,961.

    13F-HR 0002006637-26-000002 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 76,029 shares
    Change vs previous 13F +20,468 shares

    0.44% of the 13F portfolio, value $3,587,830.

    13F-HR 0002006637-26-000001 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 55,561 shares
    Change vs previous 13F +41,817 shares

    0.46% of the 13F portfolio, value $3,637,730.

    13F-HR 0002006637-25-000006 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,744 shares
    Change vs previous 13F -41,030 shares

    0.11% of the 13F portfolio, value $759,769.

    13F-HR 0002006637-25-000003 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 54,774 shares
    Change vs previous 13F +324 shares

    0.43% of the 13F portfolio, value $2,816,023.

    13F-HR 0002006637-25-000002 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 54,450 shares
    Change vs previous 13F +25 shares

    0.46% of the 13F portfolio, value $3,084,750.

    13F-HR 0002006637-25-000001 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 54,425 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,814,816.

    13F-HR 0002006637-24-000006 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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