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PBMares Wealth Management LLC: XYLD position timeline

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

PBMares Wealth Management LLC held 6,436 XYLD 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 6,436 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $252,677.

    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 ยง4.2).