Skip to content
Disclosery

PBMares Wealth Management LLC: ENVX position timeline

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

PBMares Wealth Management LLC held 30,000 ENVX 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 30,000 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $299,100.

    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 30,000 shares
    Change vs previous 13F -47,500 shares

    0.06% of the 13F portfolio, value $310,200.

    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 77,500 shares
    Change vs previous 13F -2,500 shares

    0.11% of the 13F portfolio, value $568,850.

    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 80,000 shares
    Change vs previous 13F +2,000 shares

    0.18% of the 13F portfolio, value $869,600.

    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 78,000 shares
    Change vs previous 13F -42,000 shares

    0.15% of the 13F portfolio, value $728,520.

    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 120,000 shares
    Change vs previous 13F -97,000 shares

    0.46% of the 13F portfolio, value $1,855,200.

    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 217,000 shares
    Change vs previous 13F +172,000 shares

    0.45% of the 13F portfolio, value $1,738,170.

    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 45,000 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $563,400.

    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).