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PBMares Wealth Management LLC: VGT position timeline

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

PBMares Wealth Management LLC held 1,523 VGT 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 1,523 shares
    Change vs previous 13F -23 shares

    0.18% of the 13F portfolio, value $1,136,935.

    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 1,546 shares
    Change vs previous 13F -63 shares

    0.19% of the 13F portfolio, value $1,025,193.

    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 1,609 shares
    Change vs previous 13F -165 shares

    0.17% of the 13F portfolio, value $872,439.

    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 1,774 shares
    Change vs previous 13F -191 shares

    0.23% of the 13F portfolio, value $1,103,329.

    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 1,965 shares
    Change vs previous 13F +14 shares

    0.24% of the 13F portfolio, value $1,152,375.

    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 1,951 shares
    Change vs previous 13F +282 shares

    0.28% of the 13F portfolio, value $1,124,783.

    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 1,669 shares
    Change vs previous 13F +808 shares

    0.23% of the 13F portfolio, value $874,993.

    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 861 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $416,589.

    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).