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Private Wealth Asset Management, LLC: CSRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Asset Management, LLC on CSRE, newest first. How the timeline and the estimate are built.

Private Wealth Asset Management, LLC held 470,837 CSRE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 470,837 shares
    Change vs previous 13F +1,427 shares

    1.29% of the 13F portfolio, value $13,428,196.

    13F-HR 0001883006-26-000007 filed by Private Wealth Asset Management, LLC
    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 469,410 shares
    Change vs previous 13F +235,402 shares

    1.32% of the 13F portfolio, value $12,336,095.

    13F-HR 0001883006-26-000005 filed by Private Wealth Asset Management, LLC
    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 234,008 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $5,970,480.

    13F-HR 0001883006-26-000003 filed by Private Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).