Skip to content
Disclosery

PBMares Wealth Management LLC: EFV position timeline

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

PBMares Wealth Management LLC held 6,670 EFV 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 6,670 shares
    Change vs previous 13F -46 shares

    0.07% of the 13F portfolio, value $452,440.

    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 6,716 shares
    Change vs previous 13F -374 shares

    0.08% of the 13F portfolio, value $426,344.

    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 7,090 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $417,910.

    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 7,090 shares
    Change vs previous 13F +171 shares

    0.08% of the 13F portfolio, value $372,035.

    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 6,919 shares
    Change vs previous 13F -43 shares

    0.08% of the 13F portfolio, value $398,056.

    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 6,962 shares
    Change vs previous 13F +1,170 shares

    0.09% of the 13F portfolio, value $369,270.

    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 5,792 shares
    Change vs previous 13F -1,513 shares

    0.08% of the 13F portfolio, value $315,058.

    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 7,305 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $380,565.

    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).