Skip to content
Disclosery

PBMares Wealth Management LLC: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PBMares Wealth Management LLC on ADP, newest first. How the timeline and the estimate are built.

PBMares Wealth Management LLC held 2,147 ADP shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,147 shares
    Change vs previous 13F -97 shares

    0.1% of the 13F portfolio, value $630,145.

    13F-HR 0001801682-25-000005 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 2,244 shares
    Change vs previous 13F -35 shares

    0.13% of the 13F portfolio, value $692,050.

    13F-HR 0001801682-25-000004 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 2,279 shares
    Change vs previous 13F -13 shares

    0.14% of the 13F portfolio, value $696,413.

    13F-HR 0001801682-25-000003 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 2,292 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $670,989.

    13F-HR 0001801682-25-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,292 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $634,265.

    13F-HR 0001801682-24-000005 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 2,292 shares
    Change vs previous 13F -107 shares

    0.13% of the 13F portfolio, value $547,077.

    13F-HR 0001801682-24-000003 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 2,399 shares
    Change vs previous 13F -69 shares

    0.16% of the 13F portfolio, value $599,126.

    13F-HR 0001801682-24-000002 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 2,468 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $574,970.

    13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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