PBMares Wealth Management LLC: DE position timeline

PBMares Wealth Management LLC held 0 DE shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -702 shares

   13F-HR 0001801682-25-000004 filed by PBMares Wealth Management LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-03-31

   13F 702 shares

   Change vs previous 13F -257 shares

   0.07% of the 13F portfolio, value $329,709.

   13F-HR 0001801682-25-000003 filed by PBMares Wealth Management LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-12-31

   13F 959 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $406,328.

   13F-HR 0001801682-25-000001 filed by PBMares Wealth Management LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-09-30

   13F 959 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $400,219.

   13F-HR 0001801682-24-000005 filed by PBMares Wealth Management LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-06-30

   13F 959 shares

   Change vs previous 13F -181 shares

   0.09% of the 13F portfolio, value $358,311.

   13F-HR 0001801682-24-000003 filed by PBMares Wealth Management LLC
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-03-31

   13F 1,140 shares

   Change vs previous 13F +40 shares

   0.12% of the 13F portfolio, value $468,244.

   13F-HR 0001801682-24-000002 filed by PBMares Wealth Management LLC
   Filed 2024-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-12-31

   13F 1,100 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $439,857.

   13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
   Filed 2024-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).