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PBMares Wealth Management LLC: VWO position timeline

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

PBMares Wealth Management LLC held 18,349 VWO 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 18,349 shares
    Change vs previous 13F -919 shares

    0.16% of the 13F portfolio, value $994,168.

    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 19,268 shares
    Change vs previous 13F -1,694 shares

    0.17% of the 13F portfolio, value $952,999.

    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 20,962 shares
    Change vs previous 13F +833 shares

    0.19% of the 13F portfolio, value $948,732.

    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 20,129 shares
    Change vs previous 13F +544 shares

    0.18% of the 13F portfolio, value $886,481.

    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 19,585 shares
    Change vs previous 13F -120 shares

    0.2% of the 13F portfolio, value $937,139.

    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 19,705 shares
    Change vs previous 13F -326 shares

    0.21% of the 13F portfolio, value $862,301.

    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 20,031 shares
    Change vs previous 13F +9,950 shares

    0.22% of the 13F portfolio, value $836,682.

    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 10,081 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $414,343.

    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).