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PBMares Wealth Management LLC: DFEM position timeline

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

PBMares Wealth Management LLC held 238,465 DFEM 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 238,465 shares
    Change vs previous 13F +12,806 shares

    1.24% of the 13F portfolio, value $7,647,586.

    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 225,659 shares
    Change vs previous 13F +40,129 shares

    1.23% of the 13F portfolio, value $6,697,563.

    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 185,530 shares
    Change vs previous 13F +24,628 shares

    0.98% of the 13F portfolio, value $4,909,117.

    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 160,902 shares
    Change vs previous 13F +2,854 shares

    0.86% of the 13F portfolio, value $4,214,033.

    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 158,048 shares
    Change vs previous 13F +12,777 shares

    0.93% of the 13F portfolio, value $4,449,054.

    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 145,271 shares
    Change vs previous 13F +21,322 shares

    0.95% of the 13F portfolio, value $3,883,091.

    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 123,949 shares
    Change vs previous 13F +37,740 shares

    0.82% of the 13F portfolio, value $3,159,463.

    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 86,209 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,151,768.

    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).