PBMares Wealth Management LLC

Business address
4801 Courthouse Street, Suite 128, Williamsburg, VA, 23188
Top securities (13F)
DFUS, DFCF, DFAU, DFAC, DFAI, DFAT, DFNM, DUHP, DFIV, DFAS, DFUV, DFAE, XOM, DIHP, DFSV, DFSD, AAPL, DISV, DFAX, and DFEM
State of incorporation
VA
Fiscal year end
31 December
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PBMares Wealth Management LLC has filed 26 SEC EDGAR filings since 04 Feb 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 27 Oct 2025 30 Sep 2025 028-19746
N-PX Open Document Open Filing 25 Jul 2025 30 Jun 2025 028-19746
13F-HR Open Document Open Filing 18 Jul 2025 30 Jun 2025 028-19746
13F-HR Open Document Open Filing 23 Apr 2025 31 Mar 2025 028-19746
13F-HR Open Document Open Filing 24 Jan 2025 31 Dec 2024 028-19746
13F-HR Open Document Open Filing 25 Oct 2024 30 Sep 2024 028-19746
N-PX Open Document Open Filing 06 Aug 2024 30 Jun 2024 028-19746
13F-HR Open Document Open Filing 22 Jul 2024 30 Jun 2024 028-19746
13F-HR Open Document Open Filing 29 Apr 2024 31 Mar 2024 028-19746
13F-HR Open Document Open Filing 26 Jan 2024 31 Dec 2023 028-19746
13F-HR Open Document Open Filing 26 Oct 2023 30 Sep 2023 028-19746
13F-HR Open Document Open Filing 24 Jul 2023 30 Jun 2023 028-19746
13F-HR Open Document Open Filing 27 Apr 2023 31 Mar 2023 028-19746
13F-HR Open Document Open Filing 31 Jan 2023 31 Dec 2022 028-19746
13F-HR Open Document Open Filing 25 Oct 2022 30 Sep 2022 028-19746
13F-HR Open Document Open Filing 21 Jul 2022 30 Jun 2022 028-19746
13F-HR Open Document Open Filing 26 Apr 2022 31 Mar 2022 028-19746
13F-HR Open Document Open Filing 02 Feb 2022 31 Dec 2021 028-19746
13F-HR Open Document Open Filing 02 Nov 2021 30 Sep 2021 028-19746
13F-HR Open Document Open Filing 13 Jul 2021 30 Jun 2021 028-19746
13F-HR Open Document Open Filing 15 Apr 2021 31 Mar 2021 028-19746
13F-HR Open Document Open Filing 25 Jan 2021 31 Dec 2020 028-19746
13F-HR Open Document Open Filing 21 Oct 2020 30 Sep 2020 028-19746
13F-HR Open Document Open Filing 14 Jul 2020 30 Jun 2020 028-19746
13F-HR Open Document Open Filing 17 Apr 2020 31 Mar 2020 028-19746
13F-HR Open Document Open Filing 04 Feb 2020 31 Dec 2019 028-19746