Skip to content
Disclosery

PBMares Wealth Management LLC: BSVO position timeline

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

PBMares Wealth Management LLC held 75,896 BSVO 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 75,896 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,719,138.

    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 75,896 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,546,756.

    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 75,896 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,475,414.

    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 75,896 shares
    Change vs previous 13F +81 shares

    0.34% of the 13F portfolio, value $1,643,143.

    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 75,815 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,674,743.

    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 75,815 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,544,516.

    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 75,815 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,612,287.

    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 75,815 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,593,227.

    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).