Private Wealth Asset Management, LLC: C position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Asset Management, LLC on C, newest first. How the timeline and the estimate are built.
Private Wealth Asset Management, LLC held 1,113 C shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 1,113 sharesChange vs previous 13F -580 shares
0.02% of the 13F portfolio, value $155,775.
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 1,693 sharesChange vs previous 13F +154 shares
0.02% of the 13F portfolio, value $192,003.
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 1,539 sharesChange vs previous 13F -75 shares
0.02% of the 13F portfolio, value $179,586.
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 1,614 sharesChange vs previous 13F +7 shares
0.02% of the 13F portfolio, value $163,821.
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 1,607 sharesChange vs previous 13F -448 shares
0.02% of the 13F portfolio, value $136,788.
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 2,055 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $145,884.
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).