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PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

COF holding history

Capital One Financial Corp 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.

COF overviewAll 13F holders of COFFull Q3 2025 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of COF by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−4,820−100.0%Sold outHolders
Q3 20234,820$467.8K0.2%00.0%UnchangedHolders
Q2 20234,820$527.2K0.2%00.0%UnchangedHolders
Q1 20234,820$463.5K0.2%00.0%UnchangedHolders
Q4 20224,820$448.1K0.2%00.0%UnchangedHolders
Q3 20224,820$444.0K0.2%−100−2.0%ReducedHolders
Q2 20224,920$513.0K0.2%00.0%UnchangedHolders
Q1 20224,920$646.0K0.4%00.0%UnchangedHolders
Q4 20214,920$714.0K0.3%00.0%UnchangedHolders
Q3 20214,920$797.0K0.4%00.0%UnchangedHolders
Q2 20214,920$761.0K0.4%00.0%UnchangedHolders
Q1 20214,920$626.0K0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.