PBMares Wealth Management LLC: VZ position timeline

PBMares Wealth Management LLC held 15,195 VZ 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 15,195 shares

   Change vs previous 13F +1,891 shares

   0.11% of the 13F portfolio, value $667,821.

   13F-HR 0001801682-25-000005 filed by PBMares Wealth Management LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 13,304 shares

   Change vs previous 13F +558 shares

   0.11% of the 13F portfolio, value $575,656.

   13F-HR 0001801682-25-000004 filed by PBMares Wealth Management LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 12,746 shares

   Change vs previous 13F -790 shares

   0.12% of the 13F portfolio, value $578,152.

   13F-HR 0001801682-25-000003 filed by PBMares Wealth Management LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 13,536 shares

   Change vs previous 13F +7 shares

   0.11% of the 13F portfolio, value $541,318.

   13F-HR 0001801682-25-000001 filed by PBMares Wealth Management LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 13,529 shares

   Change vs previous 13F -1,158 shares

   0.13% of the 13F portfolio, value $607,601.

   13F-HR 0001801682-24-000005 filed by PBMares Wealth Management LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-06-30

   13F 14,687 shares

   Change vs previous 13F +2,502 shares

   0.15% of the 13F portfolio, value $605,705.

   13F-HR 0001801682-24-000003 filed by PBMares Wealth Management LLC
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-03-31

   13F 12,185 shares

   Change vs previous 13F -411 shares

   0.13% of the 13F portfolio, value $511,285.

   13F-HR 0001801682-24-000002 filed by PBMares Wealth Management LLC
   Filed 2024-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-12-31

   13F 12,596 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $474,866.

   13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
   Filed 2024-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).