Skip to content
Disclosery

PBMares Wealth Management LLC: VTI position timeline

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

PBMares Wealth Management LLC held 11,793 VTI 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 11,793 shares
    Change vs previous 13F +487 shares

    0.63% of the 13F portfolio, value $3,870,195.

    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 11,306 shares
    Change vs previous 13F +41 shares

    0.63% of the 13F portfolio, value $3,436,363.

    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 11,265 shares
    Change vs previous 13F +731 shares

    0.62% of the 13F portfolio, value $3,095,957.

    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 10,534 shares
    Change vs previous 13F -8 shares

    0.62% of the 13F portfolio, value $3,052,987.

    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 10,542 shares
    Change vs previous 13F +727 shares

    0.62% of the 13F portfolio, value $2,985,073.

    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 9,815 shares
    Change vs previous 13F -2,233 shares

    0.64% of the 13F portfolio, value $2,625,721.

    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 12,048 shares
    Change vs previous 13F -21 shares

    0.82% of the 13F portfolio, value $3,131,382.

    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 12,069 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,862,961.

    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).