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PBMares Wealth Management LLC: REFI position timeline

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

PBMares Wealth Management LLC held 30,160 REFI 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 30,160 shares
    Change vs previous 13F -650 shares

    0.06% of the 13F portfolio, value $385,746.

    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 30,810 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $430,108.

    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 30,810 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $452,907.

    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 30,810 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $475,090.

    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 30,810 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $477,863.

    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 30,810 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $473,242.

    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 30,810 shares
    Change vs previous 13F -1,000 shares

    0.13% of the 13F portfolio, value $485,874.

    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 31,810 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $514,686.

    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).