PBMares Wealth Management LLC: LOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PBMares Wealth Management LLC on LOW, newest first. How the timeline and the estimate are built.
PBMares Wealth Management LLC held 1,076 LOW shares at 2025-09-30 per its 13F-HR filed 2025-10-27.
the latest 13F is the newest step
- period ended2025-09-3013F 1,076 sharesChange vs previous 13F +1,076 shares
0.04% of the 13F portfolio, value $270,284.
13F-HR 0001801682-25-000005 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -910 shares
13F-HR 0001801682-25-000004 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 910 sharesChange vs previous 13F -197 shares
0.04% of the 13F portfolio, value $212,189.
13F-HR 0001801682-25-000003 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,107 sharesChange vs previous 13F +9 shares
0.06% of the 13F portfolio, value $273,249.
13F-HR 0001801682-25-000001 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,098 sharesChange vs previous 13F +164 shares
0.06% of the 13F portfolio, value $297,328.
13F-HR 0001801682-24-000005 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 934 sharesChange vs previous 13F -125 shares
0.05% of the 13F portfolio, value $205,856.
13F-HR 0001801682-24-000003 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 1,059 sharesChange vs previous 13F +132 shares
0.07% of the 13F portfolio, value $269,698.
13F-HR 0001801682-24-000002 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 927 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $206,250.
13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).