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Disclosery

PBMares Wealth Management LLC: IJS position timeline

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

PBMares Wealth Management LLC held 10,130 IJS 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 10,130 shares
    Change vs previous 13F +11 shares

    0.18% of the 13F portfolio, value $1,120,278.

    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 10,119 shares
    Change vs previous 13F +150 shares

    0.18% of the 13F portfolio, value $1,006,772.

    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 9,969 shares
    Change vs previous 13F -105 shares

    0.19% of the 13F portfolio, value $971,782.

    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 10,074 shares
    Change vs previous 13F -4 shares

    0.22% of the 13F portfolio, value $1,094,168.

    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 10,078 shares
    Change vs previous 13F -269 shares

    0.23% of the 13F portfolio, value $1,085,018.

    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 10,347 shares
    Change vs previous 13F -509 shares

    0.25% of the 13F portfolio, value $1,006,455.

    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 10,856 shares
    Change vs previous 13F -33 shares

    0.29% of the 13F portfolio, value $1,115,555.

    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 10,889 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,122,368.

    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).