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Disclosery

PBMares Wealth Management LLC: DFIS position timeline

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

PBMares Wealth Management LLC held 127,761 DFIS 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 127,761 shares
    Change vs previous 13F +7,124 shares

    0.66% of the 13F portfolio, value $4,041,086.

    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 120,637 shares
    Change vs previous 13F +17,386 shares

    0.66% of the 13F portfolio, value $3,599,799.

    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 103,251 shares
    Change vs previous 13F +21,339 shares

    0.53% of the 13F portfolio, value $2,667,995.

    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 81,912 shares
    Change vs previous 13F +27,732 shares

    0.41% of the 13F portfolio, value $2,011,352.

    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 54,180 shares
    Change vs previous 13F +7,622 shares

    0.3% of the 13F portfolio, value $1,453,637.

    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 46,558 shares
    Change vs previous 13F +5,235 shares

    0.28% of the 13F portfolio, value $1,146,733.

    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 41,323 shares
    Change vs previous 13F +9,148 shares

    0.27% of the 13F portfolio, value $1,035,563.

    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 32,175 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $777,658.

    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).