PBMares Wealth Management LLC: MKC position timeline

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

PBMares Wealth Management LLC held 6,400 MKC shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

period ended2025-09-30
13F 6,400 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $428,224.
13F-HR 0001801682-25-000005 filed by PBMares Wealth Management LLC
Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 6,400 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $485,248.
13F-HR 0001801682-25-000004 filed by PBMares Wealth Management LLC
Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 6,400 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $526,784.
13F-HR 0001801682-25-000003 filed by PBMares Wealth Management LLC
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 6,400 shares
Change vs previous 13F 0 shares
0.1% of the 13F portfolio, value $487,936.
13F-HR 0001801682-25-000001 filed by PBMares Wealth Management LLC
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 6,400 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $526,720.
13F-HR 0001801682-24-000005 filed by PBMares Wealth Management LLC
Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 6,400 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $454,016.
13F-HR 0001801682-24-000003 filed by PBMares Wealth Management LLC
Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 6,400 shares
Change vs previous 13F 0 shares
0.13% of the 13F portfolio, value $491,584.
13F-HR 0001801682-24-000002 filed by PBMares Wealth Management LLC
Filed 2024-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 6,400 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $437,888.
13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
Filed 2024-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).