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PBMares Wealth Management LLC: GOOG position timeline

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

PBMares Wealth Management LLC held 5,698 GOOG 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 5,698 shares
    Change vs previous 13F -81 shares

    0.22% of the 13F portfolio, value $1,387,697.

    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 5,779 shares
    Change vs previous 13F +84 shares

    0.19% of the 13F portfolio, value $1,025,126.

    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 5,695 shares
    Change vs previous 13F -1,324 shares

    0.18% of the 13F portfolio, value $889,672.

    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 7,019 shares
    Change vs previous 13F +17 shares

    0.27% of the 13F portfolio, value $1,336,787.

    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 7,002 shares
    Change vs previous 13F +245 shares

    0.24% of the 13F portfolio, value $1,170,623.

    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 6,757 shares
    Change vs previous 13F +460 shares

    0.3% of the 13F portfolio, value $1,239,410.

    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 6,297 shares
    Change vs previous 13F +228 shares

    0.25% of the 13F portfolio, value $958,781.

    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 6,069 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $855,304.

    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).