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PBMares Wealth Management LLC: WMT position timeline

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

PBMares Wealth Management LLC held 24,604 WMT 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 24,604 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $2,535,720.

    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 24,604 shares
    Change vs previous 13F -50 shares

    0.44% of the 13F portfolio, value $2,405,768.

    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 24,654 shares
    Change vs previous 13F -6,083 shares

    0.43% of the 13F portfolio, value $2,164,374.

    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 30,737 shares
    Change vs previous 13F +170 shares

    0.57% of the 13F portfolio, value $2,777,119.

    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 30,567 shares
    Change vs previous 13F +465 shares

    0.52% of the 13F portfolio, value $2,468,313.

    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 30,102 shares
    Change vs previous 13F +1,715 shares

    0.5% of the 13F portfolio, value $2,038,207.

    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 28,387 shares
    Change vs previous 13F +18,882 shares

    0.44% of the 13F portfolio, value $1,708,059.

    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 9,505 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,498,505.

    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).