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PBMares Wealth Management LLC: VBR position timeline

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

PBMares Wealth Management LLC held 8,498 VBR 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 8,498 shares
    Change vs previous 13F +13 shares

    0.29% of the 13F portfolio, value $1,773,645.

    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 8,485 shares
    Change vs previous 13F -8 shares

    0.3% of the 13F portfolio, value $1,654,613.

    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 8,493 shares
    Change vs previous 13F +20 shares

    0.32% of the 13F portfolio, value $1,582,116.

    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 8,473 shares
    Change vs previous 13F +142 shares

    0.34% of the 13F portfolio, value $1,679,223.

    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 8,331 shares
    Change vs previous 13F -9 shares

    0.35% of the 13F portfolio, value $1,672,611.

    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 8,340 shares
    Change vs previous 13F -4,839 shares

    0.37% of the 13F portfolio, value $1,522,216.

    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 13,179 shares
    Change vs previous 13F +4,838 shares

    0.66% of the 13F portfolio, value $2,528,785.

    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 8,341 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,501,105.

    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).