Skip to content
Disclosery

PBMares Wealth Management LLC: IEMG position timeline

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

PBMares Wealth Management LLC held 8,544 IEMG 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 8,544 shares
    Change vs previous 13F -79 shares

    0.09% of the 13F portfolio, value $563,249.

    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 8,623 shares
    Change vs previous 13F -150 shares

    0.09% of the 13F portfolio, value $517,665.

    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 8,773 shares
    Change vs previous 13F +17 shares

    0.09% of the 13F portfolio, value $473,488.

    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 8,756 shares
    Change vs previous 13F +112 shares

    0.09% of the 13F portfolio, value $457,247.

    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 8,644 shares
    Change vs previous 13F -64 shares

    0.1% of the 13F portfolio, value $496,257.

    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 8,708 shares
    Change vs previous 13F -1,280 shares

    0.11% of the 13F portfolio, value $466,144.

    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 9,988 shares
    Change vs previous 13F +22 shares

    0.13% of the 13F portfolio, value $515,377.

    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 9,966 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $504,076.

    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).