Skip to content
Disclosery

PBMares Wealth Management LLC: DFSD position timeline

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

PBMares Wealth Management LLC held 200,643 DFSD 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 200,643 shares
    Change vs previous 13F +69,445 shares

    1.57% of the 13F portfolio, value $9,668,973.

    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 131,198 shares
    Change vs previous 13F +94,636 shares

    1.15% of the 13F portfolio, value $6,298,821.

    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 36,562 shares
    Change vs previous 13F +5,535 shares

    0.35% of the 13F portfolio, value $1,737,407.

    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 31,027 shares
    Change vs previous 13F +4,905 shares

    0.3% of the 13F portfolio, value $1,454,555.

    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 26,122 shares
    Change vs previous 13F -800 shares

    0.26% of the 13F portfolio, value $1,247,050.

    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 26,922 shares
    Change vs previous 13F +308 shares

    0.31% of the 13F portfolio, value $1,265,351.

    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 26,614 shares
    Change vs previous 13F +5,950 shares

    0.33% of the 13F portfolio, value $1,251,914.

    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 20,664 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $971,435.

    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).