PBMares Wealth Management LLC: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PBMares Wealth Management LLC on BA, newest first. How the timeline and the estimate are built.
PBMares Wealth Management LLC held 1,518 BA shares at 2025-09-30 per its 13F-HR filed 2025-10-27.
the latest 13F is the newest step
- period ended2025-09-3013F 1,518 sharesChange vs previous 13F -205 shares
0.05% of the 13F portfolio, value $327,677.
13F-HR 0001801682-25-000005 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,723 sharesChange vs previous 13F +70 shares
0.07% of the 13F portfolio, value $361,066.
13F-HR 0001801682-25-000004 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,653 sharesChange vs previous 13F -226 shares
0.06% of the 13F portfolio, value $281,966.
13F-HR 0001801682-25-000003 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,879 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $332,628.
13F-HR 0001801682-25-000001 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,879 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $285,722.
13F-HR 0001801682-24-000005 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,879 sharesChange vs previous 13F -131 shares
0.08% of the 13F portfolio, value $342,044.
13F-HR 0001801682-24-000003 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 2,010 sharesChange vs previous 13F -214 shares
0.1% of the 13F portfolio, value $387,960.
13F-HR 0001801682-24-000002 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 2,224 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $579,775.
13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).