Skip to content
Disclosery

PBMares Wealth Management LLC: VTV position timeline

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

PBMares Wealth Management LLC held 8,520 VTV 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 8,520 shares
    Change vs previous 13F -69 shares

    0.26% of the 13F portfolio, value $1,588,857.

    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 8,589 shares
    Change vs previous 13F -669 shares

    0.28% of the 13F portfolio, value $1,518,027.

    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 9,258 shares
    Change vs previous 13F +590 shares

    0.32% of the 13F portfolio, value $1,599,257.

    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 8,668 shares
    Change vs previous 13F +437 shares

    0.3% of the 13F portfolio, value $1,467,440.

    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 8,231 shares
    Change vs previous 13F +377 shares

    0.3% of the 13F portfolio, value $1,436,812.

    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 7,854 shares
    Change vs previous 13F -2,139 shares

    0.31% of the 13F portfolio, value $1,259,846.

    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 9,993 shares
    Change vs previous 13F +1,483 shares

    0.42% of the 13F portfolio, value $1,627,445.

    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 8,510 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,272,175.

    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).