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Disclosery

PBMares Wealth Management LLC: DFAR position timeline

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

PBMares Wealth Management LLC held 215,273 DFAR 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 215,273 shares
    Change vs previous 13F +20,069 shares

    0.83% of the 13F portfolio, value $5,134,273.

    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 195,204 shares
    Change vs previous 13F -5,209 shares

    0.84% of the 13F portfolio, value $4,579,492.

    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 200,413 shares
    Change vs previous 13F -25,073 shares

    0.95% of the 13F portfolio, value $4,763,810.

    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 225,486 shares
    Change vs previous 13F +7,502 shares

    1.07% of the 13F portfolio, value $5,247,065.

    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 217,984 shares
    Change vs previous 13F +30,842 shares

    1.17% of the 13F portfolio, value $5,589,112.

    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 187,142 shares
    Change vs previous 13F +26,642 shares

    1.02% of the 13F portfolio, value $4,135,835.

    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 160,500 shares
    Change vs previous 13F +30,048 shares

    0.93% of the 13F portfolio, value $3,590,381.

    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 130,452 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,966,486.

    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).