JAMISON PRIVATE WEALTH MANAGEMENT, INC.: SLV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JAMISON PRIVATE WEALTH MANAGEMENT, INC. on SLV, newest first. How the timeline and the estimate are built.
JAMISON PRIVATE WEALTH MANAGEMENT, INC. held 96,059 SLV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 96,059 sharesChange vs previous 13F -35 shares
0.53% of the 13F portfolio, value $5,136,276.
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 96,094 sharesChange vs previous 13F +606 shares
0.8% of the 13F portfolio, value $6,547,846.
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 95,488 sharesChange vs previous 13F 0 shares
0.75% of the 13F portfolio, value $6,151,337.
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 95,488 sharesChange vs previous 13F 0 shares
0.51% of the 13F portfolio, value $4,045,827.
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 95,488 sharesChange vs previous 13F 0 shares
0.45% of the 13F portfolio, value $3,132,962.
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 95,488 sharesChange vs previous 13F 0 shares
0.45% of the 13F portfolio, value $2,959,174.
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 95,488 sharesChange vs previous 13F +94,388 shares
0.37% of the 13F portfolio, value $2,514,200.
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 1,100 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $31,251.
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).