PBMares Wealth Management LLC: VV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PBMares Wealth Management LLC on VV, newest first. How the timeline and the estimate are built.
PBMares Wealth Management LLC held 1,376 VV shares at 2025-09-30 per its 13F-HR filed 2025-10-27.
the latest 13F is the newest step
- period ended2025-09-3013F 1,376 sharesChange vs previous 13F -997 shares
0.07% of the 13F portfolio, value $423,700.
13F-HR 0001801682-25-000005 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,373 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $677,044.
13F-HR 0001801682-25-000004 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,373 sharesChange vs previous 13F +586 shares
0.12% of the 13F portfolio, value $609,956.
13F-HR 0001801682-25-000003 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,787 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $481,922.
13F-HR 0001801682-25-000001 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,787 sharesChange vs previous 13F +1 shares
0.1% of the 13F portfolio, value $470,371.
13F-HR 0001801682-24-000005 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,786 sharesChange vs previous 13F -1 shares
0.11% of the 13F portfolio, value $445,898.
13F-HR 0001801682-24-000003 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 1,787 sharesChange vs previous 13F -28 shares
0.11% of the 13F portfolio, value $428,524.
13F-HR 0001801682-24-000002 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 1,815 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $396,046.
13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).