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PBMares Wealth Management LLC: BND position timeline

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

PBMares Wealth Management LLC held 44,309 BND 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 44,309 shares
    Change vs previous 13F -999 shares

    0.53% of the 13F portfolio, value $3,295,242.

    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 45,308 shares
    Change vs previous 13F +3,112 shares

    0.61% of the 13F portfolio, value $3,336,046.

    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 42,196 shares
    Change vs previous 13F +4,536 shares

    0.62% of the 13F portfolio, value $3,099,320.

    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 37,660 shares
    Change vs previous 13F +8,271 shares

    0.55% of the 13F portfolio, value $2,708,160.

    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 29,389 shares
    Change vs previous 13F +9,172 shares

    0.46% of the 13F portfolio, value $2,207,431.

    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 20,217 shares
    Change vs previous 13F -13,755 shares

    0.36% of the 13F portfolio, value $1,456,608.

    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 33,972 shares
    Change vs previous 13F +971 shares

    0.64% of the 13F portfolio, value $2,467,415.

    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 33,001 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,427,198.

    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).