Jamison Private Wealth Management, Inc. Submits 13F-HR SEC Filing (0002006637) as Filer

In its recent 13F-HR filing, Jamison Private Wealth Management, Inc. disclosed its holdings as of the reporting period. The significance of this SEC filing lies in providing transparency to investors and the public about the company’s investment activities. By detailing the securities held, their quantities, and market values, this filing offers valuable insights into Jamison Private Wealth Management’s investment strategy and portfolio composition.

Jamison Private Wealth Management, Inc. is a wealth management firm that assists clients in managing and growing their assets. With a focus on personalized financial planning and investment management services, the company aims to help individuals and families achieve their financial goals. For more information about Jamison Private Wealth Management, you can visit their website here.

The 13F-HR form is a quarterly filing required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. This form provides a snapshot of the filer’s investment holdings at the end of the quarter, including information on the securities they hold, the number of shares, and the total market value of each position. Investors and analysts often review these filings to track the investment activities of institutional investors like Jamison Private Wealth Management, Inc.