Skip to content
Disclosery

PBMares Wealth Management LLC: BIV position timeline

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

PBMares Wealth Management LLC held 8,746 BIV 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 8,746 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $682,975.

    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 8,746 shares
    Change vs previous 13F -2,419 shares

    0.12% of the 13F portfolio, value $676,416.

    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 11,165 shares
    Change vs previous 13F -42 shares

    0.17% of the 13F portfolio, value $854,904.

    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 11,207 shares
    Change vs previous 13F +462 shares

    0.17% of the 13F portfolio, value $837,499.

    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 10,745 shares
    Change vs previous 13F +54 shares

    0.18% of the 13F portfolio, value $842,086.

    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 10,691 shares
    Change vs previous 13F -11 shares

    0.2% of the 13F portfolio, value $800,649.

    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 10,702 shares
    Change vs previous 13F -53 shares

    0.21% of the 13F portfolio, value $806,931.

    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 10,755 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $821,467.

    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).