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Disclosery

PYA Waltman Capital, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PYA Waltman Capital, LLC on JPM, newest first. How the timeline and the estimate are built.

PYA Waltman Capital, LLC held 13,235 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,235 shares
    Change vs previous 13F +3,756 shares

    1.03% of the 13F portfolio, value $4,332,228.

    13F-HR 0001800135-26-000003 filed by PYA Waltman Capital, 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 9,479 shares
    Change vs previous 13F -3,273 shares

    0.77% of the 13F portfolio, value $2,788,351.

    13F-HR 0001800135-26-000002 filed by PYA Waltman Capital, 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 12,752 shares
    Change vs previous 13F +182 shares

    1.1% of the 13F portfolio, value $4,109,000.

    13F-HR 0001800135-26-000001 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,570 shares
    Change vs previous 13F -469 shares

    1.06% of the 13F portfolio, value $3,964,812.

    13F-HR 0001800135-25-000011 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,039 shares
    Change vs previous 13F +620 shares

    1.09% of the 13F portfolio, value $3,780,013.

    13F-HR 0001800135-25-000008 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,419 shares
    Change vs previous 13F -300 shares

    0.96% of the 13F portfolio, value $3,046,332.

    13F-HR 0001800135-25-000007 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,719 shares
    Change vs previous 13F +3 shares

    0.98% of the 13F portfolio, value $3,048,754.

    13F-HR 0001800135-25-000001 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,716 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,681,314.

    13F-HR 0001800135-24-000006 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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