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Disclosery

PBMares Wealth Management LLC: DFIP position timeline

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

PBMares Wealth Management LLC held 30,090 DFIP 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 30,090 shares
    Change vs previous 13F -200 shares

    0.21% of the 13F portfolio, value $1,270,701.

    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 30,290 shares
    Change vs previous 13F -636 shares

    0.23% of the 13F portfolio, value $1,266,425.

    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 30,926 shares
    Change vs previous 13F -344 shares

    0.26% of the 13F portfolio, value $1,302,325.

    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 31,270 shares
    Change vs previous 13F -783 shares

    0.26% of the 13F portfolio, value $1,266,147.

    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 32,053 shares
    Change vs previous 13F -712 shares

    0.28% of the 13F portfolio, value $1,355,201.

    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 32,765 shares
    Change vs previous 13F -66 shares

    0.33% of the 13F portfolio, value $1,337,959.

    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 32,831 shares
    Change vs previous 13F -1,567 shares

    0.35% of the 13F portfolio, value $1,354,279.

    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 34,398 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,419,949.

    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).