PBMares Wealth Management LLC
- SEC CIK
- 0001801682
- Latest filing
- Oct 27, 2025
CB holding history
Chubb Ltd in every 13F filed by PBMares Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CB overviewAll 13F holders of CBFull Q3 2025 holdings
- Shares (Q3 2025)
- 815
- Value
- $230.0K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 815 | $230.0K | <0.1% | −18−2.2% | Reduced | Holders |
| Q2 2025 | 833 | $241.3K | <0.1% | +95+12.9% | Added | Holders |
| Q1 2025 | 738 | $222.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 738 | $203.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 738 | $212.8K | <0.1% | +738 | New | Holders |