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PBMares Wealth Management LLC: DFIC position timeline

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

PBMares Wealth Management LLC held 76,492 DFIC 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 76,492 shares
    Change vs previous 13F -5,253 shares

    0.41% of the 13F portfolio, value $2,508,169.

    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 81,745 shares
    Change vs previous 13F +10 shares

    0.47% of the 13F portfolio, value $2,541,449.

    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 81,735 shares
    Change vs previous 13F -2,160 shares

    0.45% of the 13F portfolio, value $2,269,780.

    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 83,895 shares
    Change vs previous 13F +29,987 shares

    0.44% of the 13F portfolio, value $2,168,262.

    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 53,908 shares
    Change vs previous 13F -311,802 shares

    0.32% of the 13F portfolio, value $1,516,963.

    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 365,710 shares
    Change vs previous 13F +38,622 shares

    2.36% of the 13F portfolio, value $9,614,515.

    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 327,088 shares
    Change vs previous 13F +32,533 shares

    2.28% of the 13F portfolio, value $8,749,614.

    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 294,555 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $7,519,991.

    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).