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PBMares Wealth Management LLC: NOC position timeline

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

PBMares Wealth Management LLC held 4,373 NOC 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 4,373 shares
    Change vs previous 13F +1 shares

    0.43% of the 13F portfolio, value $2,664,813.

    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 4,372 shares
    Change vs previous 13F -47 shares

    0.4% of the 13F portfolio, value $2,186,058.

    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 4,419 shares
    Change vs previous 13F -2 shares

    0.45% of the 13F portfolio, value $2,262,643.

    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 4,421 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $2,074,797.

    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 4,421 shares
    Change vs previous 13F +20 shares

    0.49% of the 13F portfolio, value $2,334,597.

    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 4,401 shares
    Change vs previous 13F -25 shares

    0.47% of the 13F portfolio, value $1,918,616.

    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 4,426 shares
    Change vs previous 13F -136 shares

    0.55% of the 13F portfolio, value $2,118,549.

    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 4,562 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,135,655.

    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).