PBMares Wealth Management LLC: DFCF position timeline

PBMares Wealth Management LLC held 1,126,525 DFCF 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 1,126,525 shares

   Change vs previous 13F +213,646 shares

   7.81% of the 13F portfolio, value $48,170,226.

   13F-HR 0001801682-25-000005 filed by PBMares Wealth Management LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 912,879 shares

   Change vs previous 13F +44,299 shares

   7.06% of the 13F portfolio, value $38,578,286.

   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).

3. period ended2025-03-31

   13F 868,580 shares

   Change vs previous 13F +255,203 shares

   7.31% of the 13F portfolio, value $36,532,455.

   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).

4. period ended2024-12-31

   13F 613,377 shares

   Change vs previous 13F +131,880 shares

   5.17% of the 13F portfolio, value $25,314,055.

   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).

5. period ended2024-09-30

   13F 481,497 shares

   Change vs previous 13F +95,830 shares

   4.34% of the 13F portfolio, value $20,795,874.

   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).

6. period ended2024-06-30

   13F 385,667 shares

   Change vs previous 13F +131,420 shares

   3.93% of the 13F portfolio, value $16,020,613.

   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).

7. period ended2024-03-31

   13F 254,247 shares

   Change vs previous 13F +82,760 shares

   2.78% of the 13F portfolio, value $10,665,643.

   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).

8. period ended2023-12-31

   13F 171,487 shares

   Change vs previous 13F not available

   2.18% of the 13F portfolio, value $7,271,035.

   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).