JAMISON PRIVATE WEALTH MANAGEMENT, INC.: SHW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JAMISON PRIVATE WEALTH MANAGEMENT, INC. on SHW, newest first. How the timeline and the estimate are built.
JAMISON PRIVATE WEALTH MANAGEMENT, INC. held 3,052 SHW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 3,052 sharesChange vs previous 13F -161 shares
0.11% of the 13F portfolio, value $1,050,746.
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 3,213 sharesChange vs previous 13F +3 shares
0.13% of the 13F portfolio, value $1,029,966.
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 3,210 sharesChange vs previous 13F +3 shares
0.13% of the 13F portfolio, value $1,040,069.
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 3,207 sharesChange vs previous 13F +1,262 shares
0.14% of the 13F portfolio, value $1,110,328.
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 1,945 sharesChange vs previous 13F -1,256 shares
0.1% of the 13F portfolio, value $667,771.
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 3,201 sharesChange vs previous 13F -106 shares
0.17% of the 13F portfolio, value $1,117,724.
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 3,307 sharesChange vs previous 13F +1,220 shares
0.17% of the 13F portfolio, value $1,124,116.
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 2,087 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $796,361.
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).