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PBMares Wealth Management LLC: TFLO position timeline

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

PBMares Wealth Management LLC held 12,061 TFLO 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 12,061 shares
    Change vs previous 13F +2,269 shares

    0.1% of the 13F portfolio, value $610,166.

    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 9,792 shares
    Change vs previous 13F -1,380 shares

    0.09% of the 13F portfolio, value $495,965.

    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 11,172 shares
    Change vs previous 13F +4,725 shares

    0.11% of the 13F portfolio, value $565,974.

    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 6,447 shares
    Change vs previous 13F -1,700 shares

    0.07% of the 13F portfolio, value $325,380.

    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 8,147 shares
    Change vs previous 13F +500 shares

    0.09% of the 13F portfolio, value $412,238.

    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 7,647 shares
    Change vs previous 13F +1,270 shares

    0.1% of the 13F portfolio, value $387,397.

    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 6,377 shares
    Change vs previous 13F -8,300 shares

    0.08% of the 13F portfolio, value $323,250.

    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 14,677 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $740,748.

    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).