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PBMares Wealth Management LLC: IVV position timeline

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

PBMares Wealth Management LLC held 2,669 IVV 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 2,669 shares
    Change vs previous 13F +612 shares

    0.29% of the 13F portfolio, value $1,786,667.

    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 2,057 shares
    Change vs previous 13F -448 shares

    0.23% of the 13F portfolio, value $1,277,198.

    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 2,505 shares
    Change vs previous 13F -784 shares

    0.28% of the 13F portfolio, value $1,407,649.

    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 3,289 shares
    Change vs previous 13F +116 shares

    0.4% of the 13F portfolio, value $1,936,348.

    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 3,173 shares
    Change vs previous 13F -319 shares

    0.38% of the 13F portfolio, value $1,830,431.

    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 3,492 shares
    Change vs previous 13F -27 shares

    0.47% of the 13F portfolio, value $1,910,880.

    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 3,519 shares
    Change vs previous 13F -1,155 shares

    0.48% of the 13F portfolio, value $1,849,960.

    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 4,674 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,232,409.

    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).