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PBMares Wealth Management LLC: VEA position timeline

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

PBMares Wealth Management LLC held 26,443 VEA 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 26,443 shares
    Change vs previous 13F -502 shares

    0.26% of the 13F portfolio, value $1,584,479.

    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 26,945 shares
    Change vs previous 13F -4,841 shares

    0.28% of the 13F portfolio, value $1,536,108.

    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 31,786 shares
    Change vs previous 13F +2,318 shares

    0.32% of the 13F portfolio, value $1,615,686.

    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 29,468 shares
    Change vs previous 13F +495 shares

    0.29% of the 13F portfolio, value $1,409,149.

    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 28,973 shares
    Change vs previous 13F -674 shares

    0.32% of the 13F portfolio, value $1,530,064.

    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 29,647 shares
    Change vs previous 13F +19,431 shares

    0.36% of the 13F portfolio, value $1,465,155.

    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 10,216 shares
    Change vs previous 13F -3,180 shares

    0.13% of the 13F portfolio, value $512,537.

    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 13,396 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $641,668.

    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).