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Disclosery

PBMares Wealth Management LLC: MUB position timeline

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

PBMares Wealth Management LLC held 7,498 MUB 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 7,498 shares
    Change vs previous 13F +25 shares

    0.13% of the 13F portfolio, value $798,470.

    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 7,473 shares
    Change vs previous 13F +25 shares

    0.14% of the 13F portfolio, value $780,788.

    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 7,448 shares
    Change vs previous 13F +38 shares

    0.16% of the 13F portfolio, value $785,358.

    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 7,410 shares
    Change vs previous 13F +7,410 shares

    0.16% of the 13F portfolio, value $789,490.

    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 ended2024-03-31
    13F 0 shares
    Change vs previous 13F -2,426 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2023-12-31
    13F 2,426 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $262,981.

    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).