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PBMares Wealth Management LLC: DIHP position timeline

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

PBMares Wealth Management LLC held 324,280 DIHP 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 324,280 shares
    Change vs previous 13F +28,025 shares

    1.6% of the 13F portfolio, value $9,856,486.

    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 296,255 shares
    Change vs previous 13F +12,483 shares

    1.6% of the 13F portfolio, value $8,736,568.

    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 283,772 shares
    Change vs previous 13F +32,683 shares

    1.53% of the 13F portfolio, value $7,644,824.

    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 251,089 shares
    Change vs previous 13F +9,110 shares

    1.29% of the 13F portfolio, value $6,334,971.

    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 241,979 shares
    Change vs previous 13F +32,688 shares

    1.4% of the 13F portfolio, value $6,702,823.

    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 209,291 shares
    Change vs previous 13F +28,860 shares

    1.35% of the 13F portfolio, value $5,508,528.

    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 180,431 shares
    Change vs previous 13F +29,526 shares

    1.27% of the 13F portfolio, value $4,860,808.

    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 150,905 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $3,872,227.

    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).