Skip to content
Disclosery

PBMares Wealth Management LLC: GBTC position timeline

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

PBMares Wealth Management LLC held 7,315 GBTC 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 7,315 shares
    Change vs previous 13F -334 shares

    0.11% of the 13F portfolio, value $656,668.

    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 7,649 shares
    Change vs previous 13F -331 shares

    0.12% of the 13F portfolio, value $648,865.

    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 7,980 shares
    Change vs previous 13F -343 shares

    0.1% of the 13F portfolio, value $520,057.

    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 8,323 shares
    Change vs previous 13F -60 shares

    0.13% of the 13F portfolio, value $616,068.

    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 8,383 shares
    Change vs previous 13F -332 shares

    0.09% of the 13F portfolio, value $423,342.

    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 8,715 shares
    Change vs previous 13F -432 shares

    0.11% of the 13F portfolio, value $463,987.

    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 9,147 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $577,816.

    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).