Private Wealth Asset Management, LLC: DIA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Asset Management, LLC on DIA, newest first. How the timeline and the estimate are built.
Private Wealth Asset Management, LLC held 10 DIA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 10 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $5,224.
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 10 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $4,632.
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 10 sharesChange vs previous 13F -23 shares
<0.01% of the 13F portfolio, value $4,806.
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 33 sharesChange vs previous 13F -124 shares
<0.01% of the 13F portfolio, value $15,303.
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 157 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $69,182.
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 157 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $65,921.
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).