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Disclosery

PBMares Wealth Management LLC: D position timeline

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

PBMares Wealth Management LLC held 15,497 D 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 15,497 shares
    Change vs previous 13F -249 shares

    0.15% of the 13F portfolio, value $947,976.

    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 15,746 shares
    Change vs previous 13F -2,461 shares

    0.16% of the 13F portfolio, value $889,976.

    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 18,207 shares
    Change vs previous 13F -424 shares

    0.2% of the 13F portfolio, value $1,020,868.

    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 18,631 shares
    Change vs previous 13F +116 shares

    0.21% of the 13F portfolio, value $1,003,488.

    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 18,515 shares
    Change vs previous 13F -709 shares

    0.22% of the 13F portfolio, value $1,069,968.

    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 19,224 shares
    Change vs previous 13F -700 shares

    0.23% of the 13F portfolio, value $941,958.

    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 19,924 shares
    Change vs previous 13F +3,556 shares

    0.26% of the 13F portfolio, value $980,062.

    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 16,368 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $769,297.

    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).