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Disclosery

PBMares Wealth Management LLC: STLD position timeline

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

PBMares Wealth Management LLC held 28,722 STLD 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 28,722 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $4,004,708.

    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 28,722 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $3,676,703.

    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 28,722 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $3,592,548.

    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 28,722 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $3,276,319.

    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 28,722 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $3,621,270.

    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 28,722 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $3,719,499.

    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 28,722 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $4,257,462.

    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 28,722 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,392,068.

    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).