Private Wealth Asset Management, LLC: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Asset Management, LLC on BA, newest first. How the timeline and the estimate are built.
Private Wealth Asset Management, LLC held 2,406 BA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,406 sharesChange vs previous 13F +104 shares
0.05% of the 13F portfolio, value $520,827.
13F-HR 0001883006-26-000007 filed by Private Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,302 sharesChange vs previous 13F +254 shares
0.05% of the 13F portfolio, value $458,167.
13F-HR 0001883006-26-000005 filed by Private Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,048 sharesChange vs previous 13F +268 shares
0.05% of the 13F portfolio, value $444,662.
13F-HR 0001883006-26-000003 filed by Private Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,780 sharesChange vs previous 13F +3 shares
0.05% of the 13F portfolio, value $384,177.
13F-HR 0001883006-25-000003 filed by Private Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,777 sharesChange vs previous 13F -102 shares
0.05% of the 13F portfolio, value $372,335.
13F-HR 0001855205-25-000033 filed by Private Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,879 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $320,463.
13F-HR 0001855205-25-000031 filed by Private Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).