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Disclosery

PBMares Wealth Management LLC: DISV position timeline

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

PBMares Wealth Management LLC held 239,983 DISV 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 239,983 shares
    Change vs previous 13F +24,489 shares

    1.39% of the 13F portfolio, value $8,565,007.

    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 215,494 shares
    Change vs previous 13F +17,811 shares

    1.3% of the 13F portfolio, value $7,091,913.

    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 197,683 shares
    Change vs previous 13F +17,942 shares

    1.15% of the 13F portfolio, value $5,756,538.

    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 179,741 shares
    Change vs previous 13F +15,714 shares

    0.98% of the 13F portfolio, value $4,775,729.

    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 164,027 shares
    Change vs previous 13F +51,077 shares

    1% of the 13F portfolio, value $4,766,613.

    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 112,950 shares
    Change vs previous 13F +18,495 shares

    0.75% of the 13F portfolio, value $3,038,918.

    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 94,455 shares
    Change vs previous 13F +20,765 shares

    0.67% of the 13F portfolio, value $2,568,244.

    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 73,690 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,900,093.

    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).