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Disclosery

PBMares Wealth Management LLC: MO position timeline

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

PBMares Wealth Management LLC held 19,236 MO 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 19,236 shares
    Change vs previous 13F +3 shares

    0.21% of the 13F portfolio, value $1,270,755.

    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 19,233 shares
    Change vs previous 13F +110 shares

    0.21% of the 13F portfolio, value $1,127,631.

    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 19,123 shares
    Change vs previous 13F +7,908 shares

    0.23% of the 13F portfolio, value $1,147,770.

    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 11,215 shares
    Change vs previous 13F -133 shares

    0.12% of the 13F portfolio, value $586,416.

    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 11,348 shares
    Change vs previous 13F +209 shares

    0.12% of the 13F portfolio, value $579,198.

    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 11,139 shares
    Change vs previous 13F -1,051 shares

    0.12% of the 13F portfolio, value $507,378.

    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 12,190 shares
    Change vs previous 13F +1,085 shares

    0.14% of the 13F portfolio, value $531,729.

    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 11,105 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $447,977.

    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).