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PBMares Wealth Management LLC: DFEV position timeline

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

PBMares Wealth Management LLC held 178,623 DFEV 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 178,623 shares
    Change vs previous 13F +10,319 shares

    0.92% of the 13F portfolio, value $5,696,289.

    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 168,304 shares
    Change vs previous 13F -7,720 shares

    0.92% of the 13F portfolio, value $5,047,427.

    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 176,024 shares
    Change vs previous 13F +4,851 shares

    0.95% of the 13F portfolio, value $4,761,440.

    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 171,173 shares
    Change vs previous 13F +12,174 shares

    0.92% of the 13F portfolio, value $4,486,440.

    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 158,999 shares
    Change vs previous 13F +8,392 shares

    0.95% of the 13F portfolio, value $4,525,106.

    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 150,607 shares
    Change vs previous 13F +20,447 shares

    1.02% of the 13F portfolio, value $4,141,704.

    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 130,160 shares
    Change vs previous 13F +12,600 shares

    0.88% of the 13F portfolio, value $3,378,944.

    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 117,560 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,962,512.

    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).