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San Juan Basin Royalty Trust shares owned by Private Wealth Asset Management

Quarter-by-quarter ownership of San Juan Basin Royalty Trust (SJT) shares owned by Private Wealth Asset Management from 13F filings

Historical chart of Private Wealth Asset Management investment in San Juan Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

All positions including San Juan Basin Royalty Trust held by Private Wealth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in San Juan Basin Royalty Trust by Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9k 1.3k 6.04
2025-06-30 $7.8k 1.3k 5.98

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Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
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Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
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Berkshire Hathaway Cl A (BRK.A)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Ea Series Trust Cambria Endowm Cambria Endowm (ENDW)

View all positions for Private Wealth Asset Management

Top funds holding San Juan Basin Royalty Trust

Horizon Kinetics Asset Management
Cannell Capital
Morgan Stanley
Mountaineer Partners Management
Principia Wealth Advisory
Ashton Thomas Private Wealth
Moors & Cabot
Kingswood Wealth Advisors
Punch & Associates Investment Management
LPL Financial
Lesa Sroufe & Co
Mcdaniel Terry & Co
Raymond James Financial
RR Advisors
Citadel Advisors

View all funds holding San Juan Basin Royalty Trust