PBMares Wealth Management LLC: ED position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PBMares Wealth Management LLC on ED, newest first. How the timeline and the estimate are built.
PBMares Wealth Management LLC held 2,000 ED shares at 2025-09-30 per its 13F-HR filed 2025-10-27.
the latest 13F is the newest step
- period ended2025-09-3013F 2,000 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $201,040.
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 2,000 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $200,700.
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 2,000 sharesChange vs previous 13F +2,000 shares
0.04% of the 13F portfolio, value $221,180.
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 0 sharesChange vs previous 13F -2,000 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 2,000 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $208,260.
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).