JAMISON PRIVATE WEALTH MANAGEMENT, INC. BORR β€” BORR DRILLING LTD

Ownership history in JAMISON PRIVATE WEALTH MANAGEMENT, INC.  Β·  3 quarters on record

AI Ownership Summary

JAMISON PRIVATE WEALTH MANAGEMENT, INC. reported BORR DRILLING LTD (BORR) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows BORR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BORR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s position in BORR DRILLING LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BORR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JAMISON PRIVATE WEALTH MANAGEMENT, INC. held BORR β€” position size vs. price
% of Fund (quarterly)    BORR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 11,622 β€” 0% 0.01% $67K 2026-04-27 $5.75
2025 Q4 UNCHANGED β€” β€” β€” 11,622 β€” 0% 0.01% $47K 2026-01-15 $4.32
2025 Q3 INITIATED β€” β€” β€” 11,622 β€” β€” 0.00% $31K 2025-10-14 $2.64

FAQ About JAMISON PRIVATE WEALTH MANAGEMENT, INC. and BORR

These are the practical questions this page is built to answer before you even open the full history table.

How long has JAMISON PRIVATE WEALTH MANAGEMENT, INC. reported owning BORR?

JAMISON PRIVATE WEALTH MANAGEMENT, INC. reported BORR across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported BORR position in JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for BORR was 0.01% in 2026 Q1.

What is the latest reported BORR position on this page?

The most recent filing on this page is 2026 Q1, when JAMISON PRIVATE WEALTH MANAGEMENT, INC. reported 11,622 shares, equal to 0.01% of portfolio, with an estimated market value of $67K.

What does the chart on this BORR ownership page compare?

The chart compares JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s quarterly BORR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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