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PBMares Wealth Management LLC: VTHR position timeline

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

PBMares Wealth Management LLC held 7,392 VTHR 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 7,392 shares
    Change vs previous 13F -318 shares

    0.35% of the 13F portfolio, value $2,175,628.

    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 7,710 shares
    Change vs previous 13F -2,173 shares

    0.38% of the 13F portfolio, value $2,102,925.

    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 9,883 shares
    Change vs previous 13F +351 shares

    0.49% of the 13F portfolio, value $2,438,747.

    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 9,532 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $2,475,842.

    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 9,532 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $2,417,982.

    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 9,532 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,283,867.

    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).