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PBMares Wealth Management LLC: DFAC position timeline

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

PBMares Wealth Management LLC held 1,175,254 DFAC 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 1,175,254 shares
    Change vs previous 13F +70,685 shares

    7.35% of the 13F portfolio, value $45,329,548.

    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 1,104,569 shares
    Change vs previous 13F +106,546 shares

    7.24% of the 13F portfolio, value $39,587,756.

    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 998,023 shares
    Change vs previous 13F -73,176 shares

    6.59% of the 13F portfolio, value $32,924,794.

    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 1,071,199 shares
    Change vs previous 13F +13,190 shares

    7.57% of the 13F portfolio, value $37,052,782.

    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 1,058,009 shares
    Change vs previous 13F -307,312 shares

    7.58% of the 13F portfolio, value $36,279,125.

    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 1,365,321 shares
    Change vs previous 13F +62,000 shares

    10.8% of the 13F portfolio, value $44,017,943.

    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 1,303,321 shares
    Change vs previous 13F +45,346 shares

    10.84% of the 13F portfolio, value $41,641,106.

    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 1,257,975 shares
    Change vs previous 13F not available

    11.03% of the 13F portfolio, value $36,770,611.

    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).