Skip to content
Disclosery

PBMares Wealth Management LLC: PAA position timeline

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

PBMares Wealth Management LLC held 18,179 PAA 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 18,179 shares
    Change vs previous 13F +113 shares

    0.05% of the 13F portfolio, value $310,132.

    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 18,066 shares
    Change vs previous 13F +114 shares

    0.06% of the 13F portfolio, value $330,977.

    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 17,952 shares
    Change vs previous 13F +1,078 shares

    0.07% of the 13F portfolio, value $359,045.

    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 16,874 shares
    Change vs previous 13F +74 shares

    0.06% of the 13F portfolio, value $288,216.

    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 16,800 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $291,816.

    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 16,800 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $300,048.

    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 16,800 shares
    Change vs previous 13F +4,000 shares

    0.08% of the 13F portfolio, value $295,008.

    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 12,800 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $193,920.

    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).