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Disclosery

PBMares Wealth Management LLC: MAR position timeline

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

PBMares Wealth Management LLC held 4,258 MAR 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 4,258 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,108,873.

    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 4,258 shares
    Change vs previous 13F -40 shares

    0.21% of the 13F portfolio, value $1,163,243.

    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 4,298 shares
    Change vs previous 13F -164 shares

    0.2% of the 13F portfolio, value $1,023,710.

    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 4,462 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,244,630.

    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 4,462 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,109,253.

    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 4,462 shares
    Change vs previous 13F -206 shares

    0.26% of the 13F portfolio, value $1,078,778.

    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 4,668 shares
    Change vs previous 13F -260 shares

    0.31% of the 13F portfolio, value $1,177,783.

    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 4,928 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,111,313.

    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).