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
- period ended2025-09-3013F 324,280 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 296,255 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 283,772 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 251,089 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 241,979 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 209,291 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 180,431 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 150,905 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).