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PBMares Wealth Management LLC: DFAI position timeline

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

PBMares Wealth Management LLC held 773,507 DFAI 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 773,507 shares
    Change vs previous 13F +44,329 shares

    4.56% of the 13F portfolio, value $28,116,972.

    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 729,178 shares
    Change vs previous 13F -35,482 shares

    4.61% of the 13F portfolio, value $25,207,687.

    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 764,660 shares
    Change vs previous 13F +52,019 shares

    4.78% of the 13F portfolio, value $23,880,339.

    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 712,641 shares
    Change vs previous 13F -139,474 shares

    4.25% of the 13F portfolio, value $20,809,123.

    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 852,115 shares
    Change vs previous 13F +377,396 shares

    5.66% of the 13F portfolio, value $27,080,228.

    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 474,719 shares
    Change vs previous 13F +63,775 shares

    3.46% of the 13F portfolio, value $14,084,911.

    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 410,944 shares
    Change vs previous 13F +81,180 shares

    3.23% of the 13F portfolio, value $12,418,714.

    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 329,764 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $9,444,455.

    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).