Skip to content
Disclosery

PBMares Wealth Management LLC: IJR position timeline

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

PBMares Wealth Management LLC held 10,607 IJR 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 10,607 shares
    Change vs previous 13F +377 shares

    0.2% of the 13F portfolio, value $1,260,415.

    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 10,230 shares
    Change vs previous 13F +380 shares

    0.2% of the 13F portfolio, value $1,118,047.

    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 9,850 shares
    Change vs previous 13F -468 shares

    0.21% of the 13F portfolio, value $1,030,049.

    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 10,318 shares
    Change vs previous 13F +113 shares

    0.24% of the 13F portfolio, value $1,188,804.

    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 10,205 shares
    Change vs previous 13F -1,149 shares

    0.25% of the 13F portfolio, value $1,193,536.

    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 11,354 shares
    Change vs previous 13F -336 shares

    0.3% of the 13F portfolio, value $1,210,990.

    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 11,690 shares
    Change vs previous 13F -317 shares

    0.34% of the 13F portfolio, value $1,291,977.

    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 12,007 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,299,753.

    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).