JAMISON PRIVATE WEALTH MANAGEMENT, INC.: CMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JAMISON PRIVATE WEALTH MANAGEMENT, INC. on CMI, newest first. How the timeline and the estimate are built.
JAMISON PRIVATE WEALTH MANAGEMENT, INC. held 2,306 CMI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 2,306 sharesChange vs previous 13F +220 shares
0.17% of the 13F portfolio, value $1,644,810.
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 2,086 sharesChange vs previous 13F +2 shares
0.14% of the 13F portfolio, value $1,122,577.
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 2,084 sharesChange vs previous 13F +82 shares
0.13% of the 13F portfolio, value $1,063,740.
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 2,002 sharesChange vs previous 13F +201 shares
0.11% of the 13F portfolio, value $845,731.
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 1,801 sharesChange vs previous 13F +709 shares
0.08% of the 13F portfolio, value $589,970.
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 1,092 sharesChange vs previous 13F +90 shares
0.05% of the 13F portfolio, value $342,337.
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 1,002 sharesChange vs previous 13F +14 shares
0.05% of the 13F portfolio, value $349,213.
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 988 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $319,819.
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).