Skip to content
Disclosery

PBMares Wealth Management LLC: TFC position timeline

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

PBMares Wealth Management LLC held 31,564 TFC 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 31,564 shares
    Change vs previous 13F +624 shares

    0.23% of the 13F portfolio, value $1,443,123.

    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 30,940 shares
    Change vs previous 13F +28 shares

    0.24% of the 13F portfolio, value $1,330,128.

    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 30,912 shares
    Change vs previous 13F +1,642 shares

    0.25% of the 13F portfolio, value $1,272,038.

    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 29,270 shares
    Change vs previous 13F +224 shares

    0.26% of the 13F portfolio, value $1,269,749.

    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 29,046 shares
    Change vs previous 13F +2,013 shares

    0.26% of the 13F portfolio, value $1,242,297.

    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 27,033 shares
    Change vs previous 13F +700 shares

    0.26% of the 13F portfolio, value $1,050,232.

    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 26,333 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,026,460.

    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).