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PBMares Wealth Management LLC: QQQ position timeline

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

PBMares Wealth Management LLC held 3,993 QQQ 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 3,993 shares
    Change vs previous 13F +142 shares

    0.39% of the 13F portfolio, value $2,397,139.

    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 3,851 shares
    Change vs previous 13F -372 shares

    0.39% of the 13F portfolio, value $2,124,542.

    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 4,223 shares
    Change vs previous 13F +115 shares

    0.4% of the 13F portfolio, value $1,980,340.

    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 4,108 shares
    Change vs previous 13F +1,169 shares

    0.43% of the 13F portfolio, value $2,099,938.

    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 2,939 shares
    Change vs previous 13F -1,096 shares

    0.3% of the 13F portfolio, value $1,434,248.

    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 4,035 shares
    Change vs previous 13F -36 shares

    0.47% of the 13F portfolio, value $1,933,294.

    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 4,071 shares
    Change vs previous 13F +57 shares

    0.47% of the 13F portfolio, value $1,807,392.

    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 4,014 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,643,785.

    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).