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Livermore
Livermore
ZHEN

PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

DTE holding history

Dte Energy Co 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.

DTE overviewAll 13F holders of DTEFull Q3 2025 holdings

Shares (Q3 2025)
2,301
Value
$325.4K
% of portfolio
0.1%
Quarters held
12
Since Q4 2022
Holdings of DTE by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20252,301$325.4K0.1%00.0%UnchangedHolders
Q2 20252,301$304.8K0.1%00.0%UnchangedHolders
Q1 20252,301$318.2K0.1%00.0%UnchangedHolders
Q4 20242,301$277.8K0.1%00.0%UnchangedHolders
Q3 20242,301$295.5K0.1%00.0%UnchangedHolders
Q2 20242,301$255.4K0.1%00.0%UnchangedHolders
Q1 20242,301$258.0K0.1%00.0%UnchangedHolders
Q4 20232,301$253.7K0.1%+100+4.5%AddedHolders
Q3 20232,201$218.5K0.1%00.0%UnchangedHolders
Q2 20232,201$242.2K0.1%00.0%UnchangedHolders
Q1 20232,201$241.1K0.1%00.0%UnchangedHolders
Q4 20222,201$258.7K0.1%+2,201NewHolders