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Disclosery

PBMares Wealth Management LLC: OPK position timeline

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

PBMares Wealth Management LLC held 27,021 OPK 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 27,021 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $41,883.

    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 27,021 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $35,668.

    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 27,021 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $44,855.

    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 27,021 shares
    Change vs previous 13F +6,115 shares

    0.01% of the 13F portfolio, value $39,721.

    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 20,906 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $31,150.

    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 20,906 shares
    Change vs previous 13F +10,453 shares

    0.01% of the 13F portfolio, value $26,133.

    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 10,453 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,544.

    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).