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Disclosery

PBMares Wealth Management LLC: DHS position timeline

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

PBMares Wealth Management LLC held 34,554 DHS 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 34,554 shares
    Change vs previous 13F -348 shares

    0.56% of the 13F portfolio, value $3,481,349.

    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 34,902 shares
    Change vs previous 13F +508 shares

    0.61% of the 13F portfolio, value $3,349,849.

    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 34,394 shares
    Change vs previous 13F -5 shares

    0.68% of the 13F portfolio, value $3,410,531.

    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 34,399 shares
    Change vs previous 13F +99 shares

    0.66% of the 13F portfolio, value $3,211,474.

    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 34,300 shares
    Change vs previous 13F -697 shares

    0.67% of the 13F portfolio, value $3,217,362.

    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 34,997 shares
    Change vs previous 13F +25 shares

    0.73% of the 13F portfolio, value $2,960,413.

    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 34,972 shares
    Change vs previous 13F +28 shares

    0.79% of the 13F portfolio, value $3,030,643.

    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 34,944 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,871,660.

    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).