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Disclosery

JAMISON PRIVATE WEALTH MANAGEMENT, INC.: COST position timeline

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

JAMISON PRIVATE WEALTH MANAGEMENT, INC. held 10,716 COST 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 10,716 shares
    Change vs previous 13F +193 shares

    1.04% of the 13F portfolio, value $10,024,037.

    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 10,523 shares
    Change vs previous 13F +122 shares

    1.28% of the 13F portfolio, value $10,486,019.

    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 10,401 shares
    Change vs previous 13F +131 shares

    1.09% of the 13F portfolio, value $8,969,388.

    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 10,270 shares
    Change vs previous 13F +107 shares

    1.2% of the 13F portfolio, value $9,506,526.

    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 10,163 shares
    Change vs previous 13F -1 shares

    1.44% of the 13F portfolio, value $10,061,120.

    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 10,164 shares
    Change vs previous 13F -34 shares

    1.47% of the 13F portfolio, value $9,613,196.

    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 10,198 shares
    Change vs previous 13F +630 shares

    1.38% of the 13F portfolio, value $9,344,116.

    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 9,568 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $8,482,045.

    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).