PBMares Wealth Management LLC: DFNM position timeline

PBMares Wealth Management LLC held 536,316 DFNM 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 536,316 shares

   Change vs previous 13F +27,075 shares

   4.17% of the 13F portfolio, value $25,732,439.

   13F-HR 0001801682-25-000005 filed by PBMares Wealth Management LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 509,241 shares

   Change vs previous 13F +20,204 shares

   4.42% of the 13F portfolio, value $24,153,304.

   13F-HR 0001801682-25-000004 filed by PBMares Wealth Management LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 489,037 shares

   Change vs previous 13F +71,979 shares

   4.66% of the 13F portfolio, value $23,263,475.

   13F-HR 0001801682-25-000003 filed by PBMares Wealth Management LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 417,058 shares

   Change vs previous 13F +14,795 shares

   4.07% of the 13F portfolio, value $19,922,843.

   13F-HR 0001801682-25-000001 filed by PBMares Wealth Management LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 402,263 shares

   Change vs previous 13F +46,136 shares

   4.08% of the 13F portfolio, value $19,525,862.

   13F-HR 0001801682-24-000005 filed by PBMares Wealth Management LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-06-30

   13F 356,127 shares

   Change vs previous 13F +44,079 shares

   4.18% of the 13F portfolio, value $17,012,169.

   13F-HR 0001801682-24-000003 filed by PBMares Wealth Management LLC
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-03-31

   13F 312,048 shares

   Change vs previous 13F +27,945 shares

   3.91% of the 13F portfolio, value $15,006,388.

   13F-HR 0001801682-24-000002 filed by PBMares Wealth Management LLC
   Filed 2024-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-12-31

   13F 284,103 shares

   Change vs previous 13F not available

   4.14% of the 13F portfolio, value $13,781,860.

   13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
   Filed 2024-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).